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 Q2	$2.68M	Buy	3,897 +138	+4%	+$92K	2.11%	17
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Leo H. Evart Inc's VOO Position: Q2 2026 in Review

Leo H. Evart Inc increased its Vanguard S&P 500 ETF (VOO) stake by 3.7% in Q2 2026, buying an estimated $92K and bringing the position to 3,897 shares worth $2.68M. The position accounts for 2.11% of the portfolio, ranked #17.

Leo H. Evart Inc first reported a position in VOO in Q4 2021 and has held it in 10 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Leo H. Evart Inc held 3,897 shares of Vanguard S&P 500 ETF worth $2.68M as of Q2 2026.
Leo H. Evart Inc bought 138 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $92K.
Vanguard S&P 500 ETF made up 2.11% of Leo H. Evart Inc's portfolio in Q2 2026, its #17 holding.
Leo H. Evart Inc first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 10 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.