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
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

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

Kovitz Investment Group Partners's VOO Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Vanguard S&P 500 ETF (VOO) stake by 0.43% in Q1 2026, buying an estimated $14.4K and bringing the position to 5,420 shares worth $3.24M. The position accounts for 0.08% of the portfolio, ranked #170.

Kovitz Investment Group Partners first reported a position in VOO in Q4 2018 and has held it in 27 quarters since. The position peaked at $110M in Q3 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Kovitz Investment Group Partners held 5,420 shares of Vanguard S&P 500 ETF worth $3.24M as of Q1 2026.
  • Kovitz Investment Group Partners bought 23 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $14.4K.
  • Vanguard S&P 500 ETF made up 0.08% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #170 holding.
  • Kovitz Investment Group Partners first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 27 quarters since.
  • Kovitz Investment Group Partners's Vanguard S&P 500 ETF position peaked at $110M in Q3 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.