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Shaker Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Shaker Investments’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 		$1.24M Buy
1,802
+112
+7% +$74.7K 0.44% 55
2026
Q1 		$1.01M Buy
1,690
+19
+1% +$11.9K 0.46% 54
2025
Q4 		$1.05M Buy
1,671
+8
+0.5% +$4.97K 0.44% 50
2025
Q3 		$1.02M Buy
1,663
+4
+0.2% +$2.36K 0.41% 56
2025
Q2 		$943K Sell
1,659
-30
-2% -$15.8K 0.39% 62
2025
Q1 		$868K Buy
1,689
+5
+0.3% +$2.7K 0.42% 57
2024
Q4 		$907K Buy
1,684
+12
+0.7% +$6.5K 0.38% 59
2024
Q3 		$882K Buy
1,672
+5
+0.3% +$2.54K 0.37% 70
2024
Q2 		$834K Sell
1,667
-23
-1% -$11.1K 0.36% 67
2024
Q1 		$812K Buy
1,690
+13
+0.8% +$5.95K 0.34% 68
2023
Q4 		$733K Buy
1,677
+14
+0.8% +$5.73K 0.34% 65
2023
Q3 		$653K Buy
1,663
+41
+3% +$16.8K 0.36% 64
2023
Q2 		$661K Sell
1,622
-12
-0.7% -$4.63K 0.34% 71
2023
Q1 		$615K Buy
1,634
+52
+3% +$19.1K 0.34% 72
2022
Q4 		$556K Buy
1,582
+2
+0.1% +$707 0.34% 65
2022
Q3 		$519K Buy
1,580
+23
+1% +$8.4K 0.35% 64
2022
Q2 		$540K Sell
1,557
-117
-7% -$44.1K 0.34% 71
2022
Q1 		$695K Buy
1,674
+174
+12% +$71.2K 0.35% 70
2021
Q4 		$655K Buy
1,500
+342
+30% +$144K 0.28% 74
2021
Q3 		$457K Sell
1,158
-64
-5% -$26K 0.2% 76
2021
Q2 		$481K Buy
1,222
+76
+7% +$29.2K 0.22% 72
2021
Q1 		$418K Hold
1,146
– – 0.2% 77
2020
Q4 		$394K Buy
1,146
+150
+15% +$48.9K 0.2% 73
2020
Q3 		$306K Buy
996
+1
+0.1% +$305 0.16% 76
2020
Q2 		$282K Sell
995
-64
-6% -$17.2K 0.16% 77
2020
Q1 		$251K Buy
1,059
+1
+0.1% +$280 0.22% 69
2019
Q4 		$313K Buy
1,058
+64
+6% +$18.1K 0.19% 79
2019
Q3 		$271K Buy
+994
New +$270K 0.18% 76

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Shaker Investments's VOO Position: Q2 2026 in Review

Shaker Investments increased its Vanguard S&P 500 ETF (VOO) stake by 6.6% in Q2 2026, buying an estimated $74.7K and bringing the position to 1,802 shares worth $1.24M. The position accounts for 0.44% of the portfolio, ranked #55.

Shaker Investments first reported a position in VOO in Q3 2019 and has held it in 28 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Shaker Investments held 1,802 shares of Vanguard S&P 500 ETF worth $1.24M as of Q2 2026.
  • Shaker Investments bought 112 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $74.7K.
  • Vanguard S&P 500 ETF made up 0.44% of Shaker Investments's portfolio in Q2 2026, its #55 holding.
  • Shaker Investments first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 28 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.