Insight Inv LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Insight Inv LLC’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	$1.76M	Buy	2,946 +76	+3%	+$47.5K	0.96%	46
2025 Q4	$1.8M	Buy	2,870 +15	+0.5%	+$9.32K	1.01%	45
2025 Q3	$1.75M	Buy	2,855 +1,432	+101%	+$844K	1.03%	44
2025 Q2	$808K	Buy	1,423 +87	+7%	+$45.7K	0.54%	59
2025 Q1	$687K	Buy	1,336 +142	+12%	+$76.8K	0.47%	61
2024 Q4	$643K	Buy	1,194 +809	+210%	+$438K	0.45%	59
2024 Q3	$204K	Hold	385	–	–	0.17%	71
2024 Q2	$193K	Hold	385	–	–	0.17%	73
2024 Q1	$185K	Sell	385 -37	-9%	-$16.9K	0.16%	74
2023 Q4	$184K	Sell	422 -23	-5%	-$9.42K	0.18%	71
2023 Q3	$174K	Hold	445	–	–	0.19%	68
2023 Q2	$181K	Sell	445 -70	-14%	-$27K	0.19%	72
2023 Q1	$194K	Hold	515	–	–	0.21%	71
2022 Q4	$181K	Sell	515 -79	-13%	-$27.9K	0.18%	78
2022 Q3	$196K	Hold	594	–	–	0.22%	75
2022 Q2	$207K	Hold	594	–	–	0.21%	74
2022 Q1	$247K	Sell	594 -15	-2%	-$6.14K	0.22%	77
2021 Q4	$266K	Buy	+609	New	+$257K	0.24%	78

Other funds holding VOO

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 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 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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return