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Schear Investment Advisers’s Vanguard S&P 500 ETF VOO Stock Holding History

Schear Investment Advisers’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 		$2.5M Sell
4,190
-4,502
-52% -$2.82M 1.1% 31
2025
Q4 		$5.45M Sell
8,692
-1,451
-14% -$902K 2.35% 12
2025
Q3 		$6.21M Buy
10,143
+80
+0.8% +$47.2K 2.77% 9
2025
Q2 		$5.72M Sell
10,063
-9,015
-47% -$4.74M 2.83% 10
2025
Q1 		$9.8M Sell
19,078
-6,842
-26% -$3.7M 5.65% 2
2024
Q4 		$14M Buy
25,920
+14,632
+130% +$7.93M 7.44% 2
2024
Q3 		$5.96M Buy
11,288
+16
+0.1% +$8.13K 3.69% 6
2024
Q2 		$5.64M Sell
11,272
-4,704
-29% -$2.26M 4.07% 5
2024
Q1 		$7.68M Sell
15,976
-4,767
-23% -$2.18M 6.17% 2
2023
Q4 		$9.06M Sell
20,743
-341
-2% -$140K 8.74% 1
2023
Q3 		$8.28M Buy
21,084
+7,622
+57% +$3.12M 8.93% 1
2023
Q2 		$5.48M Buy
13,462
+1,016
+8% +$392K 5.8% 2
2023
Q1 		$4.68M Buy
12,446
+556
+5% +$204K 5.6% 2
2022
Q4 		$4.18M Buy
+11,890
New +$4.2M 5.15% 1

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

Schear Investment Advisers's VOO Position: Q1 2026 in Review

Schear Investment Advisers reduced its Vanguard S&P 500 ETF (VOO) stake by 52% in Q1 2026, selling an estimated $2.82M and leaving 4,190 shares worth $2.5M. The position accounts for 1.1% of the portfolio, ranked #31.

Schear Investment Advisers first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $14M in Q4 2024. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Schear Investment Advisers held 4,190 shares of Vanguard S&P 500 ETF worth $2.5M as of Q1 2026.
  • Schear Investment Advisers sold 4,502 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.82M.
  • Vanguard S&P 500 ETF made up 1.1% of Schear Investment Advisers's portfolio in Q1 2026, its #31 holding.
  • Schear Investment Advisers first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Schear Investment Advisers's Vanguard S&P 500 ETF position peaked at $14M in Q4 2024.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.