Regatta Research & Money Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Regatta Research & Money Management’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	$102K	Buy	+150	New	+$100K	0.1%	177

Other funds holding VOO

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Regatta Research & Money Management's VOO Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 150 shares worth $102K. The stake represents 0.1% of the portfolio and ranks #177 among its holdings.

3,377 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Regatta Research & Money Management held 150 shares of Vanguard S&P 500 ETF worth $102K as of Q2 2026.
Vanguard S&P 500 ETF was a new Regatta Research & Money Management position in Q2 2026.
Vanguard S&P 500 ETF made up 0.1% of Regatta Research & Money Management's portfolio in Q2 2026, its #177 holding.
3,377 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.