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Sacks & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Sacks & Associates’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 		$340K Buy
488
+18
+4% +$12K 0.23% 68
2026
Q1 		$281K Buy
470
+28
+6% +$17.5K 0.21% 69
2025
Q4 		$277K Buy
+442
New +$275K 0.2% 68

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

Sacks & Associates's VOO Position: Q2 2026 in Review

Sacks & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q2 2026, buying an estimated $12K and bringing the position to 488 shares worth $340K. The position accounts for 0.23% of the portfolio, ranked #68.

Sacks & Associates first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 3,971 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sacks & Associates held 488 shares of Vanguard S&P 500 ETF worth $340K as of Q2 2026.
  • Sacks & Associates bought 18 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $12K.
  • Vanguard S&P 500 ETF made up 0.23% of Sacks & Associates's portfolio in Q2 2026, its #68 holding.
  • Sacks & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,971 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.