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

Operose 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	$32.8M	Buy	47,754 +168	+0.4%	+$112K	6.34%	5
2026 Q1	$28.4M	Sell	47,586 -4,126	-8%	-$2.58M	6.59%	5
2025 Q4	$32.4M	Buy	51,712 +9,613	+23%	+$5.97M	7.56%	3
2025 Q3	$25.8M	Buy	42,099 +4,940	+13%	+$2.91M	6.43%	4
2025 Q2	$21.1M	Buy	37,159 +26,570	+251%	+$14M	5.95%	4
2025 Q1	$5.44M	Buy	10,589 +3,804	+56%	+$2.06M	1.8%	9
2024 Q4	$3.66M	Sell	6,785 -11,232	-62%	-$6.08M	1.25%	10
2024 Q3	$9.51M	Buy	18,017 +2,469	+16%	+$1.26M	3.08%	7
2024 Q2	$7.78M	Buy	15,548 +366	+2%	+$176K	2.75%	7
2024 Q1	$7.3M	Buy	15,182 +15,094	+17,152%	+$6.91M	2.47%	8
2023 Q4	$38.5K	Sell	88 -2,172	-96%	-$889K	0.02%	246
2023 Q3	$888K	Buy	2,260 +2,173	+2,498%	+$889K	0.35%	29
2023 Q2	$35.5K	Buy	87 +66	+314%	+$25.5K	0.02%	184
2023 Q1	$7.98K	Sell	21 -20	-49%	-$7.33K	﹤0.01%	278
2022 Q4	$14.5K	Buy	41 +20	+95%	+$7.07K	0.01%	247
2022 Q3	$7K	Buy	21 +16	+320%	+$5.84K	﹤0.01%	295
2022 Q2	$2K	Hold	5	–	–	﹤0.01%	287
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	304
2021 Q4	$2K	Buy	+5	New	+$2.11K	﹤0.01%	288

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

Operose Advisors's VOO Position: Q2 2026 in Review

Operose Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.35% in Q2 2026, buying an estimated $112K and bringing the position to 47,754 shares worth $32.8M. The position accounts for 6.34% of the portfolio, ranked #5.

Operose Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Operose Advisors held 47,754 shares of Vanguard S&P 500 ETF worth $32.8M as of Q2 2026.
Operose Advisors bought 168 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $112K.
Vanguard S&P 500 ETF made up 6.34% of Operose Advisors's portfolio in Q2 2026, its #5 holding.
Operose Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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