Squire Investment Management Company’s Vanguard S&P 500 ETF VOO Stock Holding History

Squire Investment Management Company’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	$871K	Sell	1,269 -101	-7%	-$67.3K	0.21%	50
2026 Q1	$819K	Buy	1,370 +130	+10%	+$81.3K	0.23%	46
2025 Q4	$777K	Sell	1,240 -46	-4%	-$28.6K	0.24%	46
2025 Q3	$787K	Buy	+1,286	New	+$758K	0.26%	45
2025 Q1	–	Sell	-1,055	Closed	-$569K	–	70
2024 Q4	$569K	Buy	1,055 +39	+4%	+$21.1K	0.25%	47
2024 Q3	$536K	Buy	1,016 +543	+115%	+$276K	0.25%	45
2024 Q2	$237K	Buy	+473	New	+$228K	0.13%	54

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Squire Investment Management Company's VOO Position: Q2 2026 in Review

Squire Investment Management Company reduced its Vanguard S&P 500 ETF (VOO) stake by 7.4% in Q2 2026, selling an estimated $67.3K and leaving 1,269 shares worth $871K. The position accounts for 0.21% of the portfolio, ranked #50.

Squire Investment Management Company first reported a position in VOO in Q2 2024 and has held it in 7 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Squire Investment Management Company held 1,269 shares of Vanguard S&P 500 ETF worth $871K as of Q2 2026.
Squire Investment Management Company sold 101 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $67.3K.
Vanguard S&P 500 ETF made up 0.21% of Squire Investment Management Company's portfolio in Q2 2026, its #50 holding.
Squire Investment Management Company first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 7 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.