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Stegner Investment Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Stegner Investment Associates’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
Q1 		$8.34M Hold
13,954
– – 4.57% 4
2025
Q4 		$8.75M Buy
13,954
+3,369
+32% +$2.09M 4.65% 4
2025
Q3 		$6.48M Buy
10,585
+340
+3% +$200K 3.55% 5
2025
Q2 		$5.82M Hold
10,245
– – 3.57% 5
2025
Q1 		$5.26M Hold
10,245
– – 3.68% 5
2024
Q4 		$5.52M Hold
10,245
– – 3.65% 5
2024
Q3 		$5.41M Buy
10,245
+568
+6% +$289K 3.67% 5
2024
Q2 		$4.84M Sell
9,677
-795
-8% -$383K 3.48% 5
2024
Q1 		$5.03M Hold
10,472
– – 3.69% 5
2023
Q4 		$4.57M Hold
10,472
– – 3.63% 5
2023
Q3 		$4.11M Buy
10,472
+1
+0% +$409 3.55% 5
2023
Q2 		$4.26M Hold
10,471
– – 3.5% 5
2023
Q1 		$3.96M Hold
10,471
– – 3.48% 6
2022
Q4 		$3.68M Buy
10,471
+647
+7% +$229K 3.37% 7
2022
Q3 		$3.3M Hold
9,824
– – 3.17% 5
2022
Q2 		$3.41M Buy
9,824
+11
+0.1% +$4.14K 3.27% 6
2022
Q1 		$4.07M Hold
9,813
– – 3.21% 6
2021
Q4 		$4.28M Sell
9,813
-2,373
-19% -$1M 3.05% 7
2021
Q3 		$4.81M Hold
12,186
– – 3.64% 5
2021
Q2 		$4.79M Hold
12,186
– – 3.6% 7
2021
Q1 		$4.44M Hold
12,186
– – 3.6% 8
2020
Q4 		$4.19M Hold
12,186
– – 3.55% 7
2020
Q3 		$3.75M Buy
+12,186
New +$3.71M 3.68% 6

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Stegner Investment Associates's VOO Position: Q1 2026 in Review

Stegner Investment Associates held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 13,954 shares worth $8.34M. The position accounts for 4.57% of the portfolio, ranked #4.

Stegner Investment Associates first reported a position in VOO in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.75M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Stegner Investment Associates held 13,954 shares of Vanguard S&P 500 ETF worth $8.34M as of Q1 2026.
  • Stegner Investment Associates left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up 4.57% of Stegner Investment Associates's portfolio in Q1 2026, its #4 holding.
  • Stegner Investment Associates first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 23 quarters since.
  • Stegner Investment Associates's Vanguard S&P 500 ETF position peaked at $8.75M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Stegner Investment Associates's 13F filing for Q1 2026, filed 30 Apr 2026.