FM
VOO icon

Family Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Family Management’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 		$1.22M Sell
1,780
-47
-3% -$31.3K 0.13% 114
2026
Q1 		$1.09M Buy
1,827
+70
+4% +$43.8K 0.13% 108
2025
Q4 		$1.1M Hold
1,757
– – 0.14% 91
2025
Q3 		$1.08M Sell
1,757
-834
-32% -$492K 0.15% 94
2025
Q2 		$1.47M Buy
2,591
+552
+27% +$290K 0.22% 84
2025
Q1 		$1.05M Hold
2,039
– – 0.17% 89
2024
Q4 		$1.1M Hold
2,039
– – 0.18% 87
2024
Q3 		$1.08M Buy
2,039
+98
+5% +$49.8K 0.18% 85
2024
Q2 		$971K Hold
1,941
– – 0.17% 77
2024
Q1 		$933K Buy
1,941
+89
+5% +$40.7K 0.17% 76
2023
Q4 		$809K Buy
1,852
+11
+0.6% +$4.5K 0.17% 72
2023
Q3 		$723K Buy
1,841
+110
+6% +$45K 0.16% 67
2023
Q2 		$705K Buy
1,731
+1,668
+2,648% +$643K 0.15% 67
2023
Q1 		$23.7K Sell
63
-88
-58% -$32.3K 0.01% 141
2022
Q4 		$53.1K Buy
151
+88
+140% +$31.1K 0.01% 152
2022
Q3 		$21K Hold
63
– – 0.01% 149
2022
Q2 		$22K Hold
63
– – 0.01% 161
2022
Q1 		$26K Hold
63
– – 0.01% 162
2021
Q4 		$28K Hold
63
– – 0.01% 173
2021
Q3 		$25K Buy
63
+5
+9% +$2.03K 0.01% 169
2021
Q2 		$23K Hold
58
– – 0.01% 191
2021
Q1 		$21K Hold
58
– – 0.01% 162
2020
Q4 		$20K Hold
58
– – 0.01% 165
2020
Q3 		$18K Hold
58
– – 0.01% 121
2020
Q2 		$16K Hold
58
– – 0.01% 154
2020
Q1 		$14K Sell
58
-39
-40% -$10.9K 0.01% 149
2019
Q4 		$29K Hold
97
– – 0.01% 176
2019
Q3 		$26K Buy
97
+58
+149% +$15.7K 0.01% 172
2019
Q2 		$10K Buy
+39
New +$10.3K ﹤0.01% 172

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Family Management's VOO Position: Q2 2026 in Review

Family Management reduced its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q2 2026, selling an estimated $31.3K and leaving 1,780 shares worth $1.22M. The position accounts for 0.13% of the portfolio, ranked #114.

Family Management first reported a position in VOO in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.47M in Q2 2025. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Family Management held 1,780 shares of Vanguard S&P 500 ETF worth $1.22M as of Q2 2026.
  • Family Management sold 47 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $31.3K.
  • Vanguard S&P 500 ETF made up 0.13% of Family Management's portfolio in Q2 2026, its #114 holding.
  • Family Management first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 29 quarters since.
  • Family Management's Vanguard S&P 500 ETF position peaked at $1.47M in Q2 2025.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.