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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
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

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

INVST's VOO Position: Q1 2026 in Review

INVST increased its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q1 2026, buying an estimated $44.4K and bringing the position to 3,177 shares worth $1.9M. The position accounts for 0.21% of the portfolio, ranked #83.

INVST first reported a position in VOO in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.95M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • INVST held 3,177 shares of Vanguard S&P 500 ETF worth $1.9M as of Q1 2026.
  • INVST bought 71 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $44.4K.
  • Vanguard S&P 500 ETF made up 0.21% of INVST's portfolio in Q1 2026, its #83 holding.
  • INVST first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
  • INVST's Vanguard S&P 500 ETF position peaked at $1.95M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.