Louisbourg Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Louisbourg Investments’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	$9.85M	Buy	14,348 +482	+3%	+$321K	1.82%	11
2026 Q1	$8.29M	Buy	13,866 +629	+5%	+$393K	1.57%	14
2025 Q4	$8.3M	Buy	13,237 +579	+5%	+$360K	1.65%	11
2025 Q3	$7.75M	Buy	12,658 +873	+7%	+$515K	1.69%	12
2025 Q2	$6.69M	Buy	11,785 +584	+5%	+$307K	1.58%	16
2025 Q1	$5.76M	Buy	11,201 +812	+8%	+$439K	1.56%	17
2024 Q4	$5.6M	Buy	10,389 +846	+9%	+$458K	1.47%	16
2024 Q3	$5.04M	Buy	9,543 +947	+11%	+$481K	1.27%	25
2024 Q2	$4.3M	Buy	8,596 +559	+7%	+$269K	1.2%	34
2024 Q1	$3.86M	Buy	8,037 +407	+5%	+$186K	1.07%	38
2023 Q4	$3.33M	Buy	+7,630	New	+$3.12M	1.01%	40

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

Louisbourg Investments's VOO Position: Q2 2026 in Review

Louisbourg Investments increased its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q2 2026, buying an estimated $321K and bringing the position to 14,348 shares worth $9.85M. The position accounts for 1.82% of the portfolio, ranked #11.

Louisbourg Investments first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Louisbourg Investments held 14,348 shares of Vanguard S&P 500 ETF worth $9.85M as of Q2 2026.
Louisbourg Investments bought 482 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $321K.
Vanguard S&P 500 ETF made up 1.82% of Louisbourg Investments's portfolio in Q2 2026, its #11 holding.
Louisbourg Investments first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.