Means Investment Company’s Vanguard S&P 500 ETF VOO Stock Holding History

Means Investment Company’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	$205M	Buy	342,870 +7,284	+2%	+$4.56M	17.85%	1
2025 Q4	$210M	Buy	335,586 +22,314	+7%	+$13.9M	17.73%	1
2025 Q3	$192M	Buy	313,272 +9,299	+3%	+$5.48M	16.6%	1
2025 Q2	$173M	Buy	303,973 +9,473	+3%	+$4.98M	16.36%	1
2025 Q1	$151M	Buy	294,500 +154,659	+111%	+$83.6M	16.07%	1
2024 Q4	$75.3M	Buy	139,841 +11,152	+9%	+$6.04M	7.84%	3
2024 Q3	$67.9M	Buy	128,689 +3,269	+3%	+$1.66M	7.54%	3
2024 Q2	$62.7M	Buy	125,420 +8,650	+7%	+$4.16M	7.5%	3
2024 Q1	$56.1M	Buy	116,770 +12,275	+12%	+$5.62M	7.26%	3
2023 Q4	$45.6M	Buy	104,495 +15,465	+17%	+$6.33M	6.58%	3
2023 Q3	$35M	Buy	89,030 +19,699	+28%	+$8.05M	5.72%	3
2023 Q2	$28.2M	Buy	69,331 +14,345	+26%	+$5.53M	4.47%	5
2023 Q1	$20.7M	Buy	54,986 +15,902	+41%	+$5.83M	3.63%	6
2022 Q4	$13.7M	Buy	39,084 +11,418	+41%	+$4.03M	2.75%	6
2022 Q3	$9.08M	Buy	27,666 +10,971	+66%	+$4.01M	1.97%	11
2022 Q2	$5.79M	Buy	16,695 +10,807	+184%	+$4.07M	1.23%	15
2022 Q1	$2.44M	Buy	+5,888	New	+$2.41M	0.44%	48

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

Means Investment Company's VOO Position: Q1 2026 in Review

Means Investment Company increased its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q1 2026, buying an estimated $4.56M and bringing the position to 342,870 shares worth $205M. The position accounts for 17.85% of the portfolio, ranked #1.

Means Investment Company first reported a position in VOO in Q1 2022 and has held it in 17 quarters since. The position peaked at $210M in Q4 2025. 3,832 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Means Investment Company held 342,870 shares of Vanguard S&P 500 ETF worth $205M as of Q1 2026.
Means Investment Company bought 7,284 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $4.56M.
Vanguard S&P 500 ETF made up 17.85% of Means Investment Company's portfolio in Q1 2026, its #1 holding.
Means Investment Company first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
Means Investment Company's Vanguard S&P 500 ETF position peaked at $210M in Q4 2025.
3,832 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.