Kovitz Investment Group Partners
VOO icon

Kovitz Investment Group Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Kovitz Investment Group Partners’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 		$3.53M Sell
5,146
-274
-5% -$183K 0.08% 157
2026
Q1 		$3.24M Buy
5,420
+23
+0.4% +$14.4K 0.08% 170
2025
Q4 		$3.39M Sell
5,397
-174,430
-97% -$108M 0.08% 173
2025
Q3 		$110M Buy
179,827
+3,022
+2% +$1.78M 0.43% 57
2025
Q2 		$101M Buy
176,805
+30,299
+21% +$15.9M 0.43% 62
2025
Q1 		$75.3M Sell
146,506
-26,036
-15% -$14.1M 0.38% 69
2024
Q4 		$93M Buy
172,542
+16,781
+11% +$9.09M 0.46% 62
2024
Q3 		$70.3M Buy
155,761
+109,238
+235% +$55.5M 0.5% 49
2024
Q2 		$23.3M Buy
46,523
+22,374
+93% +$10.8M 0.2% 87
2024
Q1 		$11.6M Sell
24,149
-4,642
-16% -$2.12M 0.15% 93
2023
Q4 		$12.6M Buy
28,791
+776
+3% +$318K 0.21% 49
2023
Q3 		$11M Sell
28,015
-738
-3% -$302K 0.2% 54
2023
Q2 		$11.7M Sell
28,753
-25,082
-47% -$9.68M 0.17% 61
2023
Q1 		$20.2M Sell
53,835
-12,368
-19% -$4.54M 0.35% 49
2022
Q4 		$23.3M Buy
66,203
+56,440
+578% +$19.9M 0.46% 42
2022
Q3 		$3.21M Sell
9,763
-2,178
-18% -$795K 0.07% 192
2022
Q2 		$4.14M Buy
11,941
+327
+3% +$123K 0.09% 175
2022
Q1 		$4.82M Sell
11,614
-158
-1% -$64.7K 0.09% 166
2021
Q4 		$4.05M Buy
11,772
+166
+1% +$70.1K 0.1% 147
2021
Q3 		$4.58M Buy
11,606
+4
+0% +$1.62K 0.09% 156
2021
Q2 		$4.57M Hold
11,602
– – 0.09% 163
2021
Q1 		$4.23M Sell
11,602
-91
-0.8% -$32.3K 0.1% 149
2020
Q4 		$4.02M Buy
11,693
+95
+0.8% +$31K 0.1% 142
2020
Q3 		$3.57M Hold
11,598
– – 0.1% 143
2020
Q2 		$3.29M Sell
11,598
-199
-2% -$53.6K 0.1% 142
2020
Q1 		$2.79M Buy
11,797
+9,842
+503% +$2.76M 0.1% 141
2019
Q4 		$578K Buy
+1,955
New +$553K 0.02% 311
2019
Q1 		– Sell
-2,452
Closed -$564K – 370
2018
Q4 		$564K Buy
+2,452
New +$607K 0.02% 224

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

Kovitz Investment Group Partners's VOO Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 5.1% in Q2 2026, selling an estimated $183K and leaving 5,146 shares worth $3.53M. The position accounts for 0.08% of the portfolio, ranked #157.

Kovitz Investment Group Partners first reported a position in VOO in Q4 2018 and has held it in 28 quarters since. The position peaked at $110M in Q3 2025. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Kovitz Investment Group Partners held 5,146 shares of Vanguard S&P 500 ETF worth $3.53M as of Q2 2026.
  • Kovitz Investment Group Partners sold 274 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $183K.
  • Vanguard S&P 500 ETF made up 0.08% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #157 holding.
  • Kovitz Investment Group Partners first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 28 quarters since.
  • Kovitz Investment Group Partners's Vanguard S&P 500 ETF position peaked at $110M in Q3 2025.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.