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VOO icon

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

INVST’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 		$2.29M Buy
3,328
+151
+5% +$101K 0.22% 76
2026
Q1 		$1.9M Buy
3,177
+71
+2% +$44.4K 0.21% 83
2025
Q4 		$1.95M Buy
3,106
+109
+4% +$67.7K 0.21% 86
2025
Q3 		$1.84M Buy
2,997
+118
+4% +$69.6K 0.21% 88
2025
Q2 		$1.64M Buy
2,879
+782
+37% +$411K 0.2% 93
2025
Q1 		$1.08M Buy
2,097
+116
+6% +$62.7K 0.15% 119
2024
Q4 		$1.07M Buy
1,981
+180
+10% +$97.5K 0.13% 108
2024
Q3 		$950K Sell
1,801
-759
-30% -$386K 0.12% 108
2024
Q2 		$1.28M Sell
2,560
-98
-4% -$47.2K 0.14% 92
2024
Q1 		$1.28M Buy
2,658
+3
+0.1% +$1.37K 0.15% 86
2023
Q4 		$1.21M Buy
2,655
+145
+6% +$59.4K 0.15% 86
2023
Q3 		$986K Buy
2,510
+65
+3% +$26.6K 0.14% 92
2023
Q2 		$996K Buy
2,445
+150
+7% +$57.9K 0.14% 82
2023
Q1 		$869K Buy
2,295
+83
+4% +$30.4K 0.13% 86
2022
Q4 		$826K Buy
2,212
+352
+19% +$124K 0.13% 95
2022
Q3 		$615K Buy
1,860
+147
+9% +$53.7K 0.11% 108
2022
Q2 		$661K Buy
1,713
+756
+79% +$285K 0.1% 112
2022
Q1 		$350K Buy
957
+126
+15% +$51.6K 0.06% 141
2021
Q4 		$322K Buy
831
+54
+7% +$22.8K 0.05% 145
2021
Q3 		$306K Sell
777
-10
-1% -$4.06K 0.05% 159
2021
Q2 		$312K Buy
787
+37
+5% +$14.2K 0.05% 151
2021
Q1 		$288K Sell
750
-29
-4% -$10.3K 0.05% 155
2020
Q4 		$268K Sell
779
-391
-33% -$127K 0.05% 145
2020
Q3 		$362K Sell
1,170
-60
-5% -$18.3K 0.08% 100
2020
Q2 		$351K Sell
1,230
-3
-0.2% -$807 0.1% 89
2020
Q1 		$279K Buy
+1,233
New +$345K 0.12% 74

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

INVST's VOO Position: Q2 2026 in Review

INVST increased its Vanguard S&P 500 ETF (VOO) stake by 4.8% in Q2 2026, buying an estimated $101K and bringing the position to 3,328 shares worth $2.29M. The position accounts for 0.22% of the portfolio, ranked #76.

INVST first reported a position in VOO in Q1 2020 and has held it in 26 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • INVST held 3,328 shares of Vanguard S&P 500 ETF worth $2.29M as of Q2 2026.
  • INVST bought 151 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $101K.
  • Vanguard S&P 500 ETF made up 0.22% of INVST's portfolio in Q2 2026, its #76 holding.
  • INVST first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.