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Optimist Retirement Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Optimist Retirement Group’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 		$3.02M Buy
4,402
+7
+0.2% +$4.67K 1.17% 15
2026
Q1 		$2.63M Sell
4,395
-80
-2% -$50K 1.16% 18
2025
Q4 		$2.81M Buy
4,475
+8
+0.2% +$4.97K 1.29% 17
2025
Q3 		$2.74M Sell
4,467
-29
-0.6% -$17.1K 1.24% 16
2025
Q2 		$2.55M Hold
4,496
– – 1.22% 16
2025
Q1 		$2.31M Sell
4,496
-611
-12% -$330K 1.16% 26
2024
Q4 		$2.75M Sell
5,107
-42
-0.8% -$22.7K 1.3% 13
2024
Q3 		$2.72M Sell
5,149
-25
-0.5% -$12.7K 1.23% 14
2024
Q2 		$2.59M Sell
5,174
-128
-2% -$61.6K 1.36% 12
2024
Q1 		$2.55M Sell
5,302
-165
-3% -$75.5K 1.31% 11
2023
Q4 		$2.39M Buy
+5,467
New +$2.24M 1.55% 14

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Optimist Retirement Group's VOO Position: Q2 2026 in Review

Optimist Retirement Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.16% in Q2 2026, buying an estimated $4.67K and bringing the position to 4,402 shares worth $3.02M. The position accounts for 1.17% of the portfolio, ranked #15.

Optimist Retirement Group first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Optimist Retirement Group held 4,402 shares of Vanguard S&P 500 ETF worth $3.02M as of Q2 2026.
  • Optimist Retirement Group bought 7 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.67K.
  • Vanguard S&P 500 ETF made up 1.17% of Optimist Retirement Group's portfolio in Q2 2026, its #15 holding.
  • Optimist Retirement Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.