New York Life Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

New York Life Investment 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 Q2	$12.5M	Buy	18,182 +3,040	+20%	+$2.03M	0.09%	184
2026 Q1	$9.05M	Buy	15,142 +3,135	+26%	+$1.96M	0.08%	217
2025 Q4	$7.53M	Buy	12,007 +3,393	+39%	+$2.11M	0.06%	242
2025 Q3	$5.28M	Buy	8,614 +3,800	+79%	+$2.24M	0.05%	326
2025 Q2	$2.73M	Buy	4,814 +1,898	+65%	+$997K	0.03%	466
2025 Q1	$1.5M	Sell	2,916 -235	-7%	-$127K	0.02%	584
2024 Q4	$1.7M	Sell	3,151 -579	-16%	-$314K	0.02%	574
2024 Q3	$1.97M	Sell	3,730 -2,609	-41%	-$1.33M	0.02%	581
2024 Q2	$3.17M	Sell	6,339 -5,785	-48%	-$2.78M	0.03%	437
2024 Q1	$5.83M	Buy	+12,124	New	+$5.55M	0.06%	297
2016 Q2	–	Sell	-46,485	Closed	-$8.77M	–	57
2016 Q1	$8.77M	Sell	46,485 -22,348	-32%	-$4M	1.31%	23
2015 Q4	$12.9M	Sell	68,833 -473,852	-87%	-$89.2M	1.92%	18
2015 Q3	$95.4M	Buy	+542,685	New	+$101M	8.91%	1

Other funds holding VOO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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 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

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

New York Life Investment Management's VOO Position: Q2 2026 in Review

New York Life Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 20% in Q2 2026, buying an estimated $2.03M and bringing the position to 18,182 shares worth $12.5M. The position accounts for 0.09% of the portfolio, ranked #184.

New York Life Investment Management first reported a position in VOO in Q3 2015 and has held it in 13 quarters since. The position peaked at $95.4M in Q3 2015. 3,296 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

New York Life Investment Management held 18,182 shares of Vanguard S&P 500 ETF worth $12.5M as of Q2 2026.
New York Life Investment Management bought 3,040 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.03M.
Vanguard S&P 500 ETF made up 0.09% of New York Life Investment Management's portfolio in Q2 2026, its #184 holding.
New York Life Investment Management first reported a position in Vanguard S&P 500 ETF in Q3 2015 and has held it in 13 quarters since.
New York Life Investment Management's Vanguard S&P 500 ETF position peaked at $95.4M in Q3 2015.
3,296 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.