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Signature Estate & Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Signature Estate & Investment 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 		$7.28M Buy
10,602
+652
+7% +$435K 0.13% 74
2026
Q1 		$5.95M Buy
9,950
+379
+4% +$237K 0.12% 87
2025
Q4 		$6M Buy
9,571
+296
+3% +$184K 0.12% 88
2025
Q3 		$5.68M Buy
9,275
+217
+2% +$128K 0.12% 88
2025
Q2 		$5.15M Buy
9,058
+69
+0.8% +$36.3K 0.12% 88
2025
Q1 		$4.62M Buy
8,989
+125
+1% +$67.6K 0.12% 89
2024
Q4 		$4.78M Buy
8,864
+325
+4% +$176K 0.12% 76
2024
Q3 		$4.51M Buy
8,539
+235
+3% +$119K 0.1% 74
2024
Q2 		$4.15M Buy
8,304
+7,100
+590% +$3.42M 0.1% 82
2024
Q1 		$579K Sell
1,204
-2,944
-71% -$1.35M 0.02% 112
2023
Q4 		$1.81M Buy
4,148
+3,012
+265% +$1.23M 0.05% 82
2023
Q3 		$446K Buy
1,136
+89
+9% +$36.4K 0.02% 121
2023
Q2 		$427K Sell
1,047
-515
-33% -$199K 0.01% 130
2023
Q1 		$587K Buy
+1,562
New +$573K 0.02% 110

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Signature Estate & Investment Advisors's VOO Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 6.6% in Q2 2026, buying an estimated $435K and bringing the position to 10,602 shares worth $7.28M. The position accounts for 0.13% of the portfolio, ranked #74.

Signature Estate & Investment Advisors first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. 2,788 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Signature Estate & Investment Advisors held 10,602 shares of Vanguard S&P 500 ETF worth $7.28M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 652 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $435K.
  • Vanguard S&P 500 ETF made up 0.13% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #74 holding.
  • Signature Estate & Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,788 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.