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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
Q2 		$8.33M Sell
12,126
-119
-1% -$79.3K 1.92% 8
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

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 22.9% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Safeguard Investment Advisory Group's VOO Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.97% in Q2 2026, selling an estimated $79.3K and leaving 12,126 shares worth $8.33M. The position accounts for 1.92% of the portfolio, ranked #8.

Safeguard Investment Advisory Group first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.11M in Q3 2025. 4,021 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Safeguard Investment Advisory Group held 12,126 shares of Vanguard S&P 500 ETF worth $8.33M as of Q2 2026.
  • Safeguard Investment Advisory Group sold 119 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $79.3K.
  • Vanguard S&P 500 ETF made up 1.92% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #8 holding.
  • Safeguard Investment Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's Vanguard S&P 500 ETF position peaked at $9.11M in Q3 2025.
  • 4,021 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.