Pullen Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Pullen 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 Q1	$11.2M	Sell	18,819 -2	-0%	-$1.25K	5.65%	1
2025 Q4	$11.8M	Buy	18,821 +11	+0.1%	+$6.84K	6.22%	1
2025 Q3	$11.5M	Buy	18,810 +147	+0.8%	+$86.6K	6.24%	1
2025 Q2	$10.6M	Sell	18,663 -270	-1%	-$142K	6.39%	1
2025 Q1	$9.73M	Buy	18,933 +909	+5%	+$491K	6.14%	1
2024 Q4	$9.71M	Buy	18,024 +927	+5%	+$502K	6.31%	1
2024 Q3	$9.02M	Sell	17,097 -61	-0.4%	-$31K	6.6%	1
2024 Q2	$8.58M	Buy	17,158 +465	+3%	+$224K	7.11%	1
2024 Q1	$8.02M	Buy	+16,693	New	+$7.64M	6.78%	1

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

Pullen Investment Management's VOO Position: Q1 2026 in Review

Pullen Investment Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.01% in Q1 2026, selling an estimated $1.25K and leaving 18,819 shares worth $11.2M. The position accounts for 5.65% of the portfolio, ranked #1.

Pullen Investment Management first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.8M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Pullen Investment Management held 18,819 shares of Vanguard S&P 500 ETF worth $11.2M as of Q1 2026.
Pullen Investment Management sold 2 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.25K.
Vanguard S&P 500 ETF made up 5.65% of Pullen Investment Management's portfolio in Q1 2026, its #1 holding.
Pullen Investment Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Pullen Investment Management's Vanguard S&P 500 ETF position peaked at $11.8M in Q4 2025.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.