Invested Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Invested Advisors’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	$492K	Buy	823 +105	+15%	+$65.7K	0.5%	53
2025 Q4	$450K	Sell	718 -60	-8%	-$37.3K	0.47%	61
2025 Q3	$422K	Buy	+778	New	+$459K	0.61%	46

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Invested Advisors's VOO Position: Q1 2026 in Review

Invested Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q1 2026, buying an estimated $65.7K and bringing the position to 823 shares worth $492K. The position accounts for 0.5% of the portfolio, ranked #53.

Invested Advisors first reported a position in VOO in Q3 2025 and has held it in 3 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Invested Advisors held 823 shares of Vanguard S&P 500 ETF worth $492K as of Q1 2026.
Invested Advisors bought 105 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $65.7K.
Vanguard S&P 500 ETF made up 0.5% of Invested Advisors's portfolio in Q1 2026, its #53 holding.
Invested Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Invested Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.