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Koss-Olinger Consulting’s Vanguard S&P 500 ETF VOO Stock Holding History

Koss-Olinger Consulting’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 		$547K Sell
797
-47
-6% -$31.3K 0.04% 84
2026
Q1 		$505K Sell
844
-978
-54% -$612K 0.04% 160
2025
Q4 		$1.14M Sell
1,822
-5,411
-75% -$3.36M 0.09% 84
2025
Q3 		$4.11M Hold
7,233
– – 0.34% 40
2025
Q2 		$4.11M Sell
7,233
-100
-1% -$52.6K 0.34% 40
2025
Q1 		$3.77M Buy
+7,333
New +$3.96M 0.32% 39
2024
Q4 		– Sell
-7,017
Closed -$3.7M – 289
2024
Q3 		$3.7M Buy
7,017
+65
+0.9% +$33K 0.32% 41
2024
Q2 		$3.48M Buy
6,952
+6,115
+731% +$2.94M 0.32% 38
2024
Q1 		$402K Sell
837
-6,356
-88% -$2.91M 0.22% 41
2023
Q4 		$3.14M Sell
7,193
-227
-3% -$92.9K 0.31% 36
2023
Q3 		$2.91M Sell
7,420
-247
-3% -$101K 0.43% 33
2023
Q2 		$3.12M Hold
7,667
– – 0.36% 31
2023
Q1 		$2.88M Buy
7,667
+2,997
+64% +$1.1M 0.36% 30
2022
Q4 		$1.64M Buy
4,670
+963
+26% +$340K 0.24% 43
2022
Q3 		$1.22M Buy
3,707
+163
+5% +$59.5K 0.21% 42
2022
Q2 		$1.23M Hold
3,544
– – 0.22% 39
2022
Q1 		$1.47M Sell
3,544
-46
-1% -$18.8K 0.24% 36
2021
Q4 		$1.57M Sell
3,590
-3,070
-46% -$1.3M 0.24% 31
2021
Q3 		$2.63M Sell
6,660
-109
-2% -$44.2K 0.43% 21
2021
Q2 		$2.66M Buy
6,769
+3,497
+107% +$1.34M 0.4% 29
2021
Q1 		$1.19M Buy
+3,272
New +$1.16M 0.2% 55

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

Koss-Olinger Consulting's VOO Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its Vanguard S&P 500 ETF (VOO) stake by 5.6% in Q2 2026, selling an estimated $31.3K and leaving 797 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #84.

Koss-Olinger Consulting first reported a position in VOO in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.11M in Q3 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Koss-Olinger Consulting held 797 shares of Vanguard S&P 500 ETF worth $547K as of Q2 2026.
  • Koss-Olinger Consulting sold 47 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $31.3K.
  • Vanguard S&P 500 ETF made up 0.04% of Koss-Olinger Consulting's portfolio in Q2 2026, its #84 holding.
  • Koss-Olinger Consulting first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
  • Koss-Olinger Consulting's Vanguard S&P 500 ETF position peaked at $4.11M in Q3 2025.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.