EK
VOO icon

Evensky & Katz’s Vanguard S&P 500 ETF VOO Stock Holding History

Evensky & Katz’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
Q1 		$355K Sell
595
-97
-14% -$60.7K 0.02% 61
2025
Q4 		$434K Buy
692
+210
+44% +$131K 0.02% 59
2025
Q3 		$295K Sell
482
-202
-30% -$119K 0.02% 60
2025
Q2 		$388K Buy
684
+98
+17% +$51.5K 0.02% 60
2025
Q1 		$301K Buy
586
+49
+9% +$26.5K 0.02% 66
2024
Q4 		$289K Sell
537
-8
-1% -$4.33K 0.02% 65
2024
Q3 		$288K Buy
545
+28
+5% +$14.2K 0.02% 65
2024
Q2 		$259K Sell
517
-1,306
-72% -$628K 0.02% 69
2024
Q1 		$876K Buy
1,823
+1,077
+144% +$493K 0.06% 55
2023
Q4 		$326K Buy
746
+57
+8% +$23.3K 0.02% 66
2023
Q3 		$270K Buy
689
+6
+0.9% +$2.45K 0.02% 64
2023
Q2 		$278K Buy
683
+584
+590% +$225K 0.02% 63
2023
Q1 		$37K Buy
+99
New +$36.3K ﹤0.01% 80
2022
Q1 		– Sell
-28
Closed -$12K – 77
2021
Q4 		$12K Buy
+28
New +$11.8K ﹤0.01% 73
2021
Q2 		– Sell
-35
Closed -$13K – 76
2021
Q1 		$13K Buy
+35
New +$12.4K ﹤0.01% 72
2019
Q4 		– Sell
-123
Closed -$33K – 110
2019
Q3 		$33K Buy
123
+1
+0.8% +$271 ﹤0.01% 97
2019
Q2 		$33K Hold
122
– – ﹤0.01% 96
2019
Q1 		$31K Buy
+122
New +$30.5K ﹤0.01% 99

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Evensky & Katz's VOO Position: Q1 2026 in Review

Evensky & Katz reduced its Vanguard S&P 500 ETF (VOO) stake by 14% in Q1 2026, selling an estimated $60.7K and leaving 595 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #61.

Evensky & Katz first reported a position in VOO in Q1 2019 and has held it in 18 quarters since. The position peaked at $876K in Q1 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Evensky & Katz held 595 shares of Vanguard S&P 500 ETF worth $355K as of Q1 2026.
  • Evensky & Katz sold 97 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $60.7K.
  • Vanguard S&P 500 ETF made up 0.02% of Evensky & Katz's portfolio in Q1 2026, its #61 holding.
  • Evensky & Katz first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 18 quarters since.
  • Evensky & Katz's Vanguard S&P 500 ETF position peaked at $876K in Q1 2024.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.