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VOO icon

Liquid Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Liquid Strategies’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 		$268M Sell
448,433
-22,900
-5% -$14.3M 57.57% 1
2025
Q4 		$296M Sell
471,333
-62,044
-12% -$38.6M 64.34% 1
2025
Q3 		$327M Buy
533,377
+6,717
+1% +$3.96M 67.27% 1
2025
Q2 		$299M Sell
526,660
-125,016
-19% -$65.7M 65.39% 1
2025
Q1 		$335M Buy
651,676
+157,106
+32% +$84.9M 63.09% 1
2024
Q4 		$266M Buy
494,570
+91,517
+23% +$49.6M 54.87% 1
2024
Q3 		$213M Buy
403,053
+21,232
+6% +$10.8M 50.88% 1
2024
Q2 		$191M Buy
381,821
+24,384
+7% +$11.7M 50.22% 1
2024
Q1 		$172M Sell
357,437
-158,530
-31% -$72.6M 44.45% 1
2023
Q4 		$225M Sell
515,967
-76,675
-13% -$31.4M 55.44% 1
2023
Q3 		$233M Sell
592,642
-15,230
-3% -$6.23M 61.59% 1
2023
Q2 		$248M Buy
607,872
+9,386
+2% +$3.62M 62.5% 1
2023
Q1 		$225M Sell
598,486
-144,910
-19% -$53.1M 61.19% 1
2022
Q4 		$261M Buy
743,396
+475
+0.1% +$168K 66.24% 1
2022
Q3 		$244M Sell
742,921
-6,083
-0.8% -$2.22M 62.91% 1
2022
Q2 		$260M Buy
749,004
+415
+0.1% +$156K 62.47% 1
2022
Q1 		$311M Buy
748,589
+152,095
+25% +$62.3M 55.45% 1
2021
Q4 		$261M Buy
596,494
+79,208
+15% +$33.4M 53.76% 1
2021
Q3 		$204M Buy
517,286
+22,813
+5% +$9.26M 49.08% 1
2021
Q2 		$195M Buy
494,473
+93,553
+23% +$35.9M 51.31% 1
2021
Q1 		$146M Buy
400,920
+38,986
+11% +$13.8M 45.47% 1
2020
Q4 		$124M Buy
361,934
+1,584
+0.4% +$516K 38.88% 2
2020
Q3 		$111M Buy
360,350
+108,813
+43% +$33.1M 41.04% 2
2020
Q2 		$71.3M Buy
251,537
+38,330
+18% +$10.3M 31.52% 2
2020
Q1 		$50.5M Buy
213,207
+105,217
+97% +$29.5M 25.39% 2
2019
Q4 		$31.9M Buy
+107,990
New +$30.5M 27.29% 2

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

Liquid Strategies's VOO Position: Q1 2026 in Review

Liquid Strategies reduced its Vanguard S&P 500 ETF (VOO) stake by 4.9% in Q1 2026, selling an estimated $14.3M and leaving 448,433 shares worth $268M. The position accounts for 57.57% of the portfolio, ranked #1.

Liquid Strategies first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $335M in Q1 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Liquid Strategies held 448,433 shares of Vanguard S&P 500 ETF worth $268M as of Q1 2026.
  • Liquid Strategies sold 22,900 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $14.3M.
  • Vanguard S&P 500 ETF made up 57.57% of Liquid Strategies's portfolio in Q1 2026, its #1 holding.
  • Liquid Strategies first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Liquid Strategies's Vanguard S&P 500 ETF position peaked at $335M in Q1 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Liquid Strategies's 13F filing for Q1 2026, filed 1 May 2026.