SIAG
VOO icon

Safeguard Investment Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Safeguard Investment Advisory 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
Q1 		$7.32M Sell
12,245
-220
-2% -$138K 2.02% 7
2025
Q4 		$7.82M Sell
12,465
-2,404
-16% -$1.49M 2% 7
2025
Q3 		$9.11M Sell
14,869
-70
-0.5% -$41.3K 2.26% 7
2025
Q2 		$8.49M Buy
14,939
+1,375
+10% +$723K 2.12% 6
2025
Q1 		$6.97M Buy
13,564
+1,732
+15% +$936K 1.9% 9
2024
Q4 		$6.38M Sell
11,832
-284
-2% -$154K 1.75% 9
2024
Q3 		$6.4M Sell
12,116
-108
-0.9% -$54.9K 1.82% 9
2024
Q2 		$6.12M Sell
12,224
-125
-1% -$60.1K 1.9% 9
2024
Q1 		$5.94M Sell
12,349
-401
-3% -$184K 2.01% 9
2023
Q4 		$5.57M Buy
12,750
+257
+2% +$105K 2.1% 8
2023
Q3 		$4.91M Buy
12,493
+719
+6% +$294K 2.14% 8
2023
Q2 		$4.8M Sell
11,774
-539
-4% -$208K 2.05% 8
2023
Q1 		$4.63M Sell
12,313
-2,899
-19% -$1.06M 2.23% 10
2022
Q4 		$5.35M Buy
15,212
+313
+2% +$111K 3.3% 6
2022
Q3 		$4.89M Buy
14,899
+12,819
+616% +$4.68M 3.35% 7
2022
Q2 		$863K Hold
2,080
– – 0.53% 37
2022
Q1 		$863K Buy
2,080
+118
+6% +$48.3K 0.59% 32
2021
Q4 		$856K Buy
1,962
+17
+0.9% +$7.18K 0.5% 34
2021
Q3 		$767K Buy
1,945
+204
+12% +$82.8K 0.5% 37
2021
Q2 		$685K Buy
1,741
+124
+8% +$47.6K 0.49% 39
2021
Q1 		$589K Buy
1,617
+114
+8% +$40.4K 0.53% 37
2020
Q4 		$516K Buy
+1,503
New +$490K 0.46% 36

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

Safeguard Investment Advisory Group's VOO Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q1 2026, selling an estimated $138K and leaving 12,245 shares worth $7.32M. The position accounts for 2.02% of the portfolio, ranked #7.

Safeguard Investment Advisory Group first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.11M in Q3 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Safeguard Investment Advisory Group held 12,245 shares of Vanguard S&P 500 ETF worth $7.32M as of Q1 2026.
  • Safeguard Investment Advisory Group sold 220 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $138K.
  • Vanguard S&P 500 ETF made up 2.02% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #7 holding.
  • Safeguard Investment Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's Vanguard S&P 500 ETF position peaked at $9.11M in Q3 2025.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.