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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
Q2 		$9.55M Sell
13,909
-45
-0.3% -$30K 4.54% 4
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Stegner Investment Associates's VOO Position: Q2 2026 in Review

Stegner Investment Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 0.32% in Q2 2026, selling an estimated $30K and leaving 13,909 shares worth $9.55M. The position accounts for 4.54% of the portfolio, ranked #4.

Stegner Investment Associates first reported a position in VOO in Q3 2020 and has held it in 24 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Stegner Investment Associates held 13,909 shares of Vanguard S&P 500 ETF worth $9.55M as of Q2 2026.
  • Stegner Investment Associates sold 45 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $30K.
  • Vanguard S&P 500 ETF made up 4.54% of Stegner Investment Associates's portfolio in Q2 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 24 quarters since.
  • 4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.