Leo H. Evart Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

Leo H. Evart Inc’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	$2.25M	Buy	+3,759	New	+$2.35M	1.92%	16
2023 Q3	$1.94M	Sell	4,937 -286	-5%	-$117K	2.97%	12
2023 Q2	$2.13M	Hold	5,223	–	–	2.95%	12
2023 Q1	$1.96M	Buy	5,223 +21	+0.4%	+$7.7K	2.87%	13
2022 Q4	$1.83M	Buy	5,202 +47	+0.9%	+$16.6K	2.76%	13
2022 Q3	$1.69M	Sell	5,155 -250	-5%	-$91.3K	2.58%	14
2022 Q2	$1.88M	Sell	5,405 -70	-1%	-$26.4K	2.28%	15
2022 Q1	$2.27M	Sell	5,475 -4	-0.1%	-$1.64K	2.35%	16
2021 Q4	$2.39M	Buy	+5,479	New	+$2.31M	2.33%	15

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Leo H. Evart Inc's VOO Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2026: 3,759 shares worth $2.25M. The stake represents 1.92% of the portfolio and ranks #16 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in VOO as recently as Q3 2023.

Leo H. Evart Inc first reported a position in VOO in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.39M in Q4 2021. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Leo H. Evart Inc held 3,759 shares of Vanguard S&P 500 ETF worth $2.25M as of Q1 2026.
Vanguard S&P 500 ETF was a new Leo H. Evart Inc position in Q1 2026.
Vanguard S&P 500 ETF made up 1.92% of Leo H. Evart Inc's portfolio in Q1 2026, its #16 holding.
Leo H. Evart Inc first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 9 quarters since.
Leo H. Evart Inc's Vanguard S&P 500 ETF position peaked at $2.39M in Q4 2021.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.