McLean Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

McLean Asset 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 Q1	$559K	Sell	936 -75	-7%	-$46.9K	0.1%	87
2025 Q4	$642K	Sell	1,011 -419	-29%	-$260K	0.12%	83
2025 Q3	$883K	Buy	1,430 +1	+0.1%	+$589	0.18%	60
2025 Q2	$815K	Buy	1,429 +8	+0.6%	+$4.2K	0.21%	57
2025 Q1	$649K	Buy	1,421 +21	+2%	+$11.4K	0.21%	61
2024 Q4	$754K	Buy	1,400 +2	+0.1%	+$1.08K	0.23%	60
2024 Q3	$736K	Buy	1,398 +12	+0.9%	+$6.1K	0.22%	59
2024 Q2	$715K	Buy	1,386 +2	+0.1%	+$962	0.23%	55
2024 Q1	$661K	Buy	1,384 +47	+4%	+$21.5K	0.23%	59
2023 Q4	$575K	Buy	1,337 +11	+0.8%	+$4.5K	0.22%	57
2023 Q3	$529K	Buy	1,326 +42	+3%	+$17.2K	0.22%	59
2023 Q2	$523K	Buy	1,284 +66	+5%	+$25.5K	0.21%	59
2023 Q1	$458K	Sell	1,218 -3,024	-71%	-$1.11M	0.19%	63
2022 Q4	$1.49M	Buy	4,242 +2,699	+175%	+$953K	0.51%	31
2022 Q3	$514K	Buy	1,543 +3	+0.2%	+$1.1K	0.2%	56
2022 Q2	$543K	Buy	1,540 +530	+52%	+$200K	0.22%	52
2022 Q1	$419K	Sell	1,010 -213	-17%	-$87.2K	0.31%	58
2021 Q4	$530K	Buy	1,223 +214	+21%	+$90.3K	0.21%	50
2021 Q3	$423K	Sell	1,009 -215	-18%	-$87.2K	0.16%	69
2021 Q2	$485K	Sell	1,224 -476	-28%	-$183K	0.22%	49
2021 Q1	$652K	Sell	1,700 -449	-21%	-$159K	0.51%	35
2020 Q4	$739K	Buy	+2,149	New	+$701K	0.65%	28

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

McLean Asset Management's VOO Position: Q1 2026 in Review

McLean Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 7.4% in Q1 2026, selling an estimated $46.9K and leaving 936 shares worth $559K. The position accounts for 0.1% of the portfolio, ranked #87.

McLean Asset Management first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.49M in Q4 2022. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

McLean Asset Management held 936 shares of Vanguard S&P 500 ETF worth $559K as of Q1 2026.
McLean Asset Management sold 75 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $46.9K.
Vanguard S&P 500 ETF made up 0.1% of McLean Asset Management's portfolio in Q1 2026, its #87 holding.
McLean Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
McLean Asset Management's Vanguard S&P 500 ETF position peaked at $1.49M in Q4 2022.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.