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SACKS & ASSOCIATES, LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$340K Buy
488
+18
+4% +$12K 0.23% 68
2026
Q1 		$281K Buy
470
+28
+6% +$17.5K 0.21% 69
2025
Q4 		$277K Buy
+442
New +$275K 0.2% 68

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FI
FJ Investments Salt Lake City, Utah $1.84B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's VOO Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q2 2026, buying an estimated $12K and bringing the position to 488 shares worth $340K. The position accounts for 0.23% of the portfolio, ranked #68.

SACKS & ASSOCIATES, LLC first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 2,624 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 488 shares of Vanguard S&P 500 ETF worth $340K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 18 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $12K.
  • Vanguard S&P 500 ETF made up 0.23% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #68 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.