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

Regal 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 		$9.28M Buy
15,523
+154
+1% +$96.3K 0.54% 41
2025
Q4 		$9.64M Sell
15,369
-2,859
-16% -$1.78M 0.58% 35
2025
Q3 		$11.2M Buy
18,228
+2,072
+13% +$1.22M 0.73% 30
2025
Q2 		$9.18M Buy
16,156
+787
+5% +$414K 0.69% 31
2025
Q1 		$7.9M Buy
15,369
+764
+5% +$413K 0.64% 36
2024
Q4 		$7.87M Sell
14,605
-4,129
-22% -$2.24M 0.59% 41
2024
Q3 		$9.89M Sell
18,734
-9,371
-33% -$4.76M 0.69% 26
2024
Q2 		$14.1M Buy
28,105
+636
+2% +$306K 0.92% 21
2024
Q1 		$13.2M Buy
27,469
+770
+3% +$352K 0.9% 21
2023
Q4 		$11.7M Sell
26,699
-2,948
-10% -$1.21M 0.88% 20
2023
Q3 		$11.6M Sell
29,647
-1,301
-4% -$532K 0.98% 19
2023
Q2 		$12.6M Buy
30,948
+264
+0.9% +$102K 1.06% 16
2023
Q1 		$11.5M Buy
30,684
+4,985
+19% +$1.83M 1.02% 20
2022
Q4 		$9.03M Buy
25,699
+5,062
+25% +$1.79M 0.87% 27
2022
Q3 		$6.78M Buy
20,637
+8,624
+72% +$3.15M 0.71% 31
2022
Q2 		$4.17M Buy
12,013
+1,665
+16% +$627K 0.43% 64
2022
Q1 		$4.3M Sell
10,348
-1,326
-11% -$543K 0.39% 67
2021
Q4 		$5.1M Buy
11,674
+939
+9% +$396K 0.45% 56
2021
Q3 		$4.23M Buy
10,735
+63
+0.6% +$25.6K 0.41% 64
2021
Q2 		$4.2M Buy
+10,672
New +$4.1M 0.42% 62
2021
Q1 		– Sell
-7,639
Closed -$2.63M – 419
2020
Q4 		$2.63M Buy
+7,639
New +$2.49M 0.3% 85
2020
Q3 		– Sell
-3,867
Closed -$1.1M – 291
2020
Q2 		$1.1M Buy
+3,867
New +$1.04M 0.2% 113
2020
Q1 		– Sell
-714
Closed -$211K – 302
2019
Q4 		$211K Buy
+714
New +$202K 0.04% 311
2019
Q3 		– Sell
-2,351
Closed -$633K – 339
2019
Q2 		$633K Sell
2,351
-60
-2% -$15.9K 0.12% 164
2019
Q1 		$626K Buy
2,411
+33
+1% +$8.24K 0.13% 167
2018
Q4 		$546K Buy
2,378
+816
+52% +$202K 0.12% 178
2018
Q3 		$417K Buy
+1,562
New +$409K 0.09% 210

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Regal Investment Advisors's VOO Position: Q1 2026 in Review

Regal Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1% in Q1 2026, buying an estimated $96.3K and bringing the position to 15,523 shares worth $9.28M. The position accounts for 0.54% of the portfolio, ranked #41.

Regal Investment Advisors first reported a position in VOO in Q3 2018 and has held it in 27 quarters since. The position peaked at $14.1M in Q2 2024. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Regal Investment Advisors held 15,523 shares of Vanguard S&P 500 ETF worth $9.28M as of Q1 2026.
  • Regal Investment Advisors bought 154 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $96.3K.
  • Vanguard S&P 500 ETF made up 0.54% of Regal Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • Regal Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 27 quarters since.
  • Regal Investment Advisors's Vanguard S&P 500 ETF position peaked at $14.1M in Q2 2024.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.