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 Q2	$1.97M	Sell	2,864 -82	-3%	-$54.7K	0.93%	45
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 $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

Insight Inv LLC's VOO Position: Q2 2026 in Review

Insight Inv LLC reduced its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q2 2026, selling an estimated $54.7K and leaving 2,864 shares worth $1.97M. The position accounts for 0.93% of the portfolio, ranked #45.

Insight Inv LLC first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Insight Inv LLC held 2,864 shares of Vanguard S&P 500 ETF worth $1.97M as of Q2 2026.
Insight Inv LLC sold 82 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $54.7K.
Vanguard S&P 500 ETF made up 0.93% of Insight Inv LLC's portfolio in Q2 2026, its #45 holding.
Insight Inv LLC first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.