Shade Tree Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Shade Tree Advisors’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	$3.54M	Sell	5,149 -589	-10%	-$393K	2.06%	7
2026 Q1	$3.43M	Buy	5,738 +11	+0.2%	+$6.88K	2.46%	7
2025 Q4	$3.59M	Buy	5,727 +2,265	+65%	+$1.41M	2.73%	6
2025 Q3	$2.12M	Buy	3,462 +11	+0.3%	+$6.48K	1.84%	6
2025 Q2	$1.96M	Buy	3,451 +313	+10%	+$164K	1.71%	6
2025 Q1	$1.61M	Sell	3,138 -1,199	-28%	-$648K	1.6%	7
2024 Q4	$2.34M	Buy	+4,337	New	+$2.35M	2.36%	6

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Shade Tree Advisors's VOO Position: Q2 2026 in Review

Shade Tree Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2026, selling an estimated $393K and leaving 5,149 shares worth $3.54M. The position accounts for 2.06% of the portfolio, ranked #7.

Shade Tree Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.59M in Q4 2025. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Shade Tree Advisors held 5,149 shares of Vanguard S&P 500 ETF worth $3.54M as of Q2 2026.
Shade Tree Advisors sold 589 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $393K.
Vanguard S&P 500 ETF made up 2.06% of Shade Tree Advisors's portfolio in Q2 2026, its #7 holding.
Shade Tree Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Shade Tree Advisors's Vanguard S&P 500 ETF position peaked at $3.59M in Q4 2025.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Shade Tree Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.