Mount Yale Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Mount Yale Investment 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 Q1	$83.2M	Buy	139,259 +10,186	+8%	+$6.37M	1.93%	5
2025 Q4	$80.9M	Buy	129,073 +39,700	+44%	+$24.7M	3.9%	1
2025 Q3	$54.9M	Buy	89,373 +88,005	+6,433%	+$51.9M	3.82%	1
2025 Q2	$777K	Sell	1,368 -2,290	-63%	-$1.2M	0.06%	252
2025 Q1	$1.88M	Buy	3,658 +475	+15%	+$257K	0.16%	124
2024 Q4	$1.72M	Buy	3,183 +2,177	+216%	+$1.18M	0.14%	134
2024 Q3	$531K	Buy	1,006 +509	+102%	+$259K	0.05%	334
2024 Q2	$249K	Sell	497 -246	-33%	-$118K	0.02%	484
2024 Q1	$357K	Buy	743 +47	+7%	+$21.5K	0.03%	412
2023 Q4	$304K	Buy	+696	New	+$285K	0.03%	407
2023 Q2	–	Sell	-605	Closed	-$228K	–	515
2023 Q1	$228K	Buy	+605	New	+$222K	0.03%	437

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

Mount Yale Investment Advisors's VOO Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 7.9% in Q1 2026, buying an estimated $6.37M and bringing the position to 139,259 shares worth $83.2M. The position accounts for 1.93% of the portfolio, ranked #5.

Mount Yale Investment Advisors first reported a position in VOO in Q1 2023 and has held it in 11 quarters since. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Mount Yale Investment Advisors held 139,259 shares of Vanguard S&P 500 ETF worth $83.2M as of Q1 2026.
Mount Yale Investment Advisors bought 10,186 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $6.37M.
Vanguard S&P 500 ETF made up 1.93% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #5 holding.
Mount Yale Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 11 quarters since.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.