Modus Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Modus Advisors’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	$5.96M	Buy	8,684 +68	+0.8%	+$45.3K	1.47%	23
2026 Q1	$5.15M	Buy	8,616 +52	+0.6%	+$32.5K	1.42%	24
2025 Q4	$5.37M	Sell	8,564 -437	-5%	-$272K	1.42%	24
2025 Q3	$5.51M	Buy	9,001 +623	+7%	+$367K	1.5%	24
2025 Q2	$4.76M	Sell	8,378 -3	-0%	-$1.58K	1.41%	25
2025 Q1	$4.31M	Sell	8,381 -213	-2%	-$115K	1.41%	28
2024 Q4	$4.63M	Sell	8,594 -882	-9%	-$478K	1.45%	24
2024 Q3	$5M	Sell	9,476 -689	-7%	-$350K	1.64%	23
2024 Q2	$5.08M	Sell	10,165 -395	-4%	-$190K	1.8%	21
2024 Q1	$5.08M	Sell	10,560 -2,482	-19%	-$1.14M	1.88%	21
2023 Q4	$5.7M	Sell	13,042 -369	-3%	-$151K	2.31%	11
2023 Q3	$5.27M	Buy	13,411 +176	+1%	+$72K	2.3%	11
2023 Q2	$5.39M	Buy	13,235 +447	+3%	+$172K	2.31%	10
2023 Q1	$4.81M	Buy	12,788 +346	+3%	+$127K	2.21%	12
2022 Q4	$4.37M	Buy	12,442 +11,677	+1,526%	+$4.13M	2.12%	12
2022 Q3	$251K	Buy	+765	New	+$279K	0.13%	86

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

Modus Advisors's VOO Position: Q2 2026 in Review

Modus Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.79% in Q2 2026, buying an estimated $45.3K and bringing the position to 8,684 shares worth $5.96M. The position accounts for 1.47% of the portfolio, ranked #23.

Modus Advisors first reported a position in VOO in Q3 2022 and has held it in 16 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Modus Advisors held 8,684 shares of Vanguard S&P 500 ETF worth $5.96M as of Q2 2026.
Modus Advisors bought 68 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $45.3K.
Vanguard S&P 500 ETF made up 1.47% of Modus Advisors's portfolio in Q2 2026, its #23 holding.
Modus Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.