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Saxon Interests’s Vanguard S&P 500 ETF VOO Stock Holding History

Saxon Interests’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 		$5.67M Sell
9,482
-209
-2% -$131K 1.95% 10
2025
Q4 		$6.08M Sell
9,691
-342
-3% -$213K 2.13% 10
2025
Q3 		$5.95M Sell
10,033
-395
-4% -$233K 2.33% 9
2025
Q2 		$5.36M Hold
10,428
– – 2.51% 6
2025
Q1 		$5.36M Sell
10,428
-352
-3% -$190K 2.51% 6
2024
Q4 		$5.81M Buy
10,780
+151
+1% +$81.8K 2.56% 6
2024
Q3 		$5.61M Buy
10,629
+160
+2% +$81.3K 2.55% 6
2024
Q2 		$5.24M Sell
10,469
-59
-0.6% -$28.4K 2.49% 7
2024
Q1 		$5.06M Sell
10,528
-1,350
-11% -$618K 2.41% 6
2023
Q4 		$5.19M Buy
11,878
+11,263
+1,831% +$4.61M 2.6% 7
2023
Q3 		$242K Sell
615
-9,755
-94% -$3.99M 0.16% 53
2023
Q2 		$4.22M Sell
10,370
-55
-0.5% -$21.2K 2.26% 6
2023
Q1 		$3.92M Sell
10,425
-2,273
-18% -$834K 2.22% 5
2022
Q4 		$4.52M Sell
12,698
-617
-5% -$218K 2.58% 6
2022
Q3 		$4.62M Sell
13,315
-740
-5% -$270K 2.81% 7
2022
Q2 		$4.88M Sell
14,055
-673
-5% -$254K 2.95% 5
2022
Q1 		$6.12M Sell
14,728
-140
-0.9% -$57.3K 3.26% 5
2021
Q4 		$6.42M Buy
+14,868
New +$6.28M 3.63% 6

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

Saxon Interests's VOO Position: Q1 2026 in Review

Saxon Interests reduced its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q1 2026, selling an estimated $131K and leaving 9,482 shares worth $5.67M. The position accounts for 1.95% of the portfolio, ranked #10.

Saxon Interests first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.42M in Q4 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Saxon Interests held 9,482 shares of Vanguard S&P 500 ETF worth $5.67M as of Q1 2026.
  • Saxon Interests sold 209 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $131K.
  • Vanguard S&P 500 ETF made up 1.95% of Saxon Interests's portfolio in Q1 2026, its #10 holding.
  • Saxon Interests first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Saxon Interests's Vanguard S&P 500 ETF position peaked at $6.42M in Q4 2021.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.