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S&CO Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

S&CO Inc’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 		$252K Hold
423
– – 0.02% 202
2025
Q4 		$265K Hold
423
– – 0.02% 199
2025
Q3 		$259K Hold
423
– – 0.02% 202
2025
Q2 		$240K Hold
423
– – 0.02% 208
2025
Q1 		$217K Buy
423
+13
+3% +$7.03K 0.01% 209
2024
Q4 		$220K Hold
410
– – 0.01% 201
2024
Q3 		$216K Sell
410
-120
-23% -$61K 0.01% 207
2024
Q2 		$265K Hold
530
– – 0.02% 197
2024
Q1 		$254K Sell
530
-80
-13% -$36.6K 0.02% 191
2023
Q4 		$266K Hold
610
– – 0.02% 170
2023
Q3 		$239K Buy
+610
New +$249K 0.02% 163

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

S&CO Inc's VOO Position: Q1 2026 in Review

S&CO Inc held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 423 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #202.

S&CO Inc first reported a position in VOO in Q3 2023 and has held it in 11 quarters since. The position peaked at $266K in Q4 2023. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • S&CO Inc held 423 shares of Vanguard S&P 500 ETF worth $252K as of Q1 2026.
  • S&CO Inc left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.02% of S&CO Inc's portfolio in Q1 2026, its #202 holding.
  • S&CO Inc first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
  • S&CO Inc's Vanguard S&P 500 ETF position peaked at $266K in Q4 2023.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.