ESL Trust Services’s Vanguard S&P 500 ETF VOO Stock Holding History

ESL Trust Services’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$372K	Buy	542 +103	+23%	+$68.7K	0.06%	45
2026 Q1	$262K	Hold	439	–	–	0.05%	58
2025 Q4	$275K	Hold	439	–	–	0.05%	52
2025 Q3	$269K	Sell	439 -47	-10%	-$27.7K	0.05%	53
2025 Q2	$276K	Hold	486	–	–	0.06%	47
2025 Q1	$250K	Hold	486	–	–	0.06%	49
2024 Q4	$262K	Hold	486	–	–	0.06%	41
2024 Q3	$256K	Buy	486 +47	+11%	+$23.9K	0.06%	22
2024 Q2	$220K	Hold	439	–	–	0.05%	22
2024 Q1	$211K	Buy	+439	New	+$201K	0.06%	23

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

ESL Trust Services's VOO Position: Q2 2026 in Review

ESL Trust Services increased its Vanguard S&P 500 ETF (VOO) stake by 23% in Q2 2026, buying an estimated $68.7K and bringing the position to 542 shares worth $372K. The position accounts for 0.06% of the portfolio, ranked #45.

ESL Trust Services first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

ESL Trust Services held 542 shares of Vanguard S&P 500 ETF worth $372K as of Q2 2026.
ESL Trust Services bought 103 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $68.7K.
Vanguard S&P 500 ETF made up 0.06% of ESL Trust Services's portfolio in Q2 2026, its #45 holding.
ESL Trust Services first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.