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 Q2	$472K	Buy	688 +93	+16%	+$62K	0.02%	59
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

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

Evensky & Katz's VOO Position: Q2 2026 in Review

Evensky & Katz increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, buying an estimated $62K and bringing the position to 688 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #59.

Evensky & Katz first reported a position in VOO in Q1 2019 and has held it in 19 quarters since. The position peaked at $876K in Q1 2024. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Evensky & Katz held 688 shares of Vanguard S&P 500 ETF worth $472K as of Q2 2026.
Evensky & Katz bought 93 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $62K.
Vanguard S&P 500 ETF made up 0.02% of Evensky & Katz's portfolio in Q2 2026, its #59 holding.
Evensky & Katz first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 19 quarters since.
Evensky & Katz's Vanguard S&P 500 ETF position peaked at $876K in Q1 2024.
4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Evensky & Katz's 13F filing for Q2 2026, filed 22 Jul 2026.