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

Spectrum 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	$22.7M	Sell	33,019 -2,115	-6%	-$1.41M	9.27%	4
2026 Q1	$21M	Buy	35,134 +863	+3%	+$540K	10.43%	4
2025 Q4	$21.5M	Sell	34,271 -303	-0.9%	-$188K	10.77%	3
2025 Q3	$21.2M	Sell	34,574 -1,546	-4%	-$911K	11.46%	3
2025 Q2	$20.5M	Buy	36,120 +997	+3%	+$524K	11.9%	3
2025 Q1	$18M	Sell	35,123 -128	-0.4%	-$69.2K	11.65%	3
2024 Q4	$19M	Sell	35,251 -31	-0.1%	-$16.8K	12.68%	3
2024 Q3	$18.6M	Sell	35,282 -750	-2%	-$381K	12.77%	3
2024 Q2	$18M	Sell	36,032 -999	-3%	-$481K	13.19%	3
2024 Q1	$17.8M	Buy	37,031 +385	+1%	+$176K	13.14%	3
2023 Q4	$16M	Buy	+36,646	New	+$15M	12.69%	3

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

Spectrum Investment Advisors's VOO Position: Q2 2026 in Review

Spectrum Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 6% in Q2 2026, selling an estimated $1.41M and leaving 33,019 shares worth $22.7M. The position accounts for 9.27% of the portfolio, ranked #4.

Spectrum Investment Advisors first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Spectrum Investment Advisors held 33,019 shares of Vanguard S&P 500 ETF worth $22.7M as of Q2 2026.
Spectrum Investment Advisors sold 2,115 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.41M.
Vanguard S&P 500 ETF made up 9.27% of Spectrum Investment Advisors's portfolio in Q2 2026, its #4 holding.
Spectrum Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.