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

Freedom Investment 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
Q1 		$2.1M Buy
3,513
+13
+0.4% +$8.13K 0.62% 25
2025
Q4 		$2.2M Sell
3,500
-38
-1% -$23.6K 0.64% 21
2025
Q3 		$2.17M Sell
3,538
-894
-20% -$527K 0.57% 22
2025
Q2 		$2.52M Buy
4,432
+344
+8% +$181K 0.2% 83
2025
Q1 		$2.1M Buy
4,088
+71
+2% +$38.4K 0.18% 100
2024
Q4 		$2.16M Sell
4,017
-51
-1% -$27.6K 0.18% 89
2024
Q3 		$2.15M Sell
4,068
-53
-1% -$26.9K 0.17% 99
2024
Q2 		$2.06M Sell
4,121
-123
-3% -$59.2K 0.17% 107
2024
Q1 		$2.04M Buy
4,244
+2,837
+202% +$1.3M 0.16% 116
2023
Q4 		$615K Sell
1,407
-1,166
-45% -$477K 0.05% 382
2023
Q3 		$1.01M Buy
2,573
+187
+8% +$76.5K 0.12% 200
2023
Q2 		$972K Buy
+2,386
New +$920K 0.11% 246
2023
Q1 		– Sell
-668
Closed -$235K – 799
2022
Q4 		$235K Buy
+668
New +$236K 0.03% 628
2018
Q1 		– Sell
-1,283
Closed -$315K – 1215
2017
Q4 		$315K Sell
1,283
-58
-4% -$13.9K 0.02% 864
2017
Q3 		$310K Buy
+1,341
New +$304K 0.02% 839
2016
Q4 		– Sell
-2,881
Closed -$572K – 1053
2016
Q3 		$572K Sell
2,881
-1,170
-29% -$232K 0.04% 415
2016
Q2 		$779K Sell
4,051
-886
-18% -$169K 0.05% 286
2016
Q1 		$931K Buy
+4,937
New +$883K 0.07% 234
2015
Q3 		– Sell
-2,859
Closed -$540K – 739
2015
Q2 		$540K Buy
+2,859
New +$551K 0.06% 317

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

Freedom Investment Management's VOO Position: Q1 2026 in Review

Freedom Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.37% in Q1 2026, buying an estimated $8.13K and bringing the position to 3,513 shares worth $2.1M. The position accounts for 0.62% of the portfolio, ranked #25.

Freedom Investment Management first reported a position in VOO in Q2 2015 and has held it in 19 quarters since. The position peaked at $2.52M in Q2 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Freedom Investment Management held 3,513 shares of Vanguard S&P 500 ETF worth $2.1M as of Q1 2026.
  • Freedom Investment Management bought 13 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $8.13K.
  • Vanguard S&P 500 ETF made up 0.62% of Freedom Investment Management's portfolio in Q1 2026, its #25 holding.
  • Freedom Investment Management first reported a position in Vanguard S&P 500 ETF in Q2 2015 and has held it in 19 quarters since.
  • Freedom Investment Management's Vanguard S&P 500 ETF position peaked at $2.52M in Q2 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.