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Financial Insights’s Vanguard S&P 500 ETF VOO Stock Holding History

Financial Insights’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 		$963K Buy
1,612
+161
+11% +$101K 0.31% 52
2025
Q4 		$910K Buy
1,451
+7
+0.5% +$4.35K 0.31% 50
2025
Q3 		$884K Buy
1,444
+117
+9% +$69K 0.29% 48
2025
Q2 		$754K Buy
1,327
+133
+11% +$69.9K 0.28% 50
2025
Q1 		$614K Sell
1,194
-524
-31% -$283K 0.24% 53
2024
Q4 		$926K Sell
1,718
-135
-7% -$73.1K 0.34% 41
2024
Q3 		$978K Sell
1,853
-244
-12% -$124K 0.31% 54
2024
Q2 		$1.05M Sell
2,097
-94
-4% -$45.2K 0.29% 58
2024
Q1 		$1.05M Buy
2,191
+144
+7% +$65.9K 0.29% 66
2023
Q4 		$894K Sell
2,047
-140
-6% -$57.3K 0.28% 66
2023
Q3 		$840K Buy
2,187
+544
+33% +$222K 0.3% 61
2023
Q2 		$669K Sell
1,643
-136
-8% -$52.5K 0.25% 77
2023
Q1 		$669K Sell
1,779
-247
-12% -$90.6K 0.27% 66
2022
Q4 		$712K Buy
2,026
+911
+82% +$322K 0.34% 59
2022
Q3 		$366K Buy
1,115
+128
+13% +$46.8K 0.25% 84
2022
Q2 		$342K Buy
987
+85
+9% +$32K 0.35% 56
2022
Q1 		$374K Buy
902
+68
+8% +$27.8K 0.34% 54
2021
Q4 		$364K Hold
834
– – 0.31% 57
2021
Q3 		$329K Sell
834
-6
-0.7% -$2.43K 0.3% 56
2021
Q2 		$3.31M Hold
840
– – 0.27% 57
2021
Q1 		$306K Hold
840
– – 0.23% 61
2020
Q4 		$289K Buy
840
+65
+8% +$21.2K 0.22% 59
2020
Q3 		$238K Sell
775
-2,749
-78% -$837K 0.2% 65
2020
Q2 		$291 Buy
3,524
+2,461
+232% +$662K 0.26% 54
2020
Q1 		$252K Hold
1,063
– – 0.27% 57
2019
Q4 		$314K Hold
1,063
– – 0.28% 52
2019
Q3 		$290K Sell
1,063
-34
-3% -$9.23K 0.28% 51
2019
Q2 		$290K Buy
+1,097
New +$290K 0.29% 46
2019
Q1 		– Sell
-963
Closed -$239K – 63
2018
Q4 		$239K Buy
+963
New +$239K 0.27% 49

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

Financial Insights's VOO Position: Q1 2026 in Review

Financial Insights increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q1 2026, buying an estimated $101K and bringing the position to 1,612 shares worth $963K. The position accounts for 0.31% of the portfolio, ranked #52.

Financial Insights first reported a position in VOO in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.31M in Q2 2021. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Financial Insights held 1,612 shares of Vanguard S&P 500 ETF worth $963K as of Q1 2026.
  • Financial Insights bought 161 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $101K.
  • Vanguard S&P 500 ETF made up 0.31% of Financial Insights's portfolio in Q1 2026, its #52 holding.
  • Financial Insights first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
  • Financial Insights's Vanguard S&P 500 ETF position peaked at $3.31M in Q2 2021.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.