SC
VOO icon

Stephenson & Company’s Vanguard S&P 500 ETF VOO Stock Holding History

Stephenson & 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 		$1.43M Buy
2,080
+1,663
+399% +$1.11M 0.67% 19
2026
Q1 		$249K Sell
417
-9
-2% -$5.63K 0.14% 35
2025
Q4 		$267K Hold
426
– – 0.15% 32
2025
Q3 		$261K Buy
+426
New +$251K 0.15% 32

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 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Stephenson & Company's VOO Position: Q2 2026 in Review

Stephenson & Company increased its Vanguard S&P 500 ETF (VOO) stake by 399% in Q2 2026, buying an estimated $1.11M and bringing the position to 2,080 shares worth $1.43M. The position accounts for 0.67% of the portfolio, ranked #19.

Stephenson & Company first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Stephenson & Company held 2,080 shares of Vanguard S&P 500 ETF worth $1.43M as of Q2 2026.
  • Stephenson & Company bought 1,663 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.11M.
  • Vanguard S&P 500 ETF made up 0.67% of Stephenson & Company's portfolio in Q2 2026, its #19 holding.
  • Stephenson & Company first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Stephenson & Company's 13F filing for Q2 2026, filed 28 Jul 2026.