Strategic Equity Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Strategic Equity Management’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	$283K	Hold	473	–	–	0.11%	57
2025 Q4	$297K	Hold	473	–	–	0.1%	58
2025 Q3	$290K	Sell	473 -8	-2%	-$4.72K	0.11%	53
2025 Q2	$273K	Buy	+481	New	+$253K	0.1%	62
2025 Q1	–	Sell	-407	Closed	-$219K	–	63
2024 Q4	$219K	Hold	407	–	–	0.09%	51
2024 Q3	$215K	Buy	+407	New	+$207K	0.1%	52
2023 Q4	–	Sell	-620	Closed	-$243K	–	41
2023 Q3	$243K	Buy	+620	New	+$254K	0.09%	36

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Strategic Equity Management's VOO Position: Q1 2026 in Review

Strategic Equity Management held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 473 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #57.

Strategic Equity Management first reported a position in VOO in Q3 2023 and has held it in 7 quarters since. The position peaked at $297K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Strategic Equity Management held 473 shares of Vanguard S&P 500 ETF worth $283K as of Q1 2026.
Strategic Equity Management left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.11% of Strategic Equity Management's portfolio in Q1 2026, its #57 holding.
Strategic Equity Management first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 7 quarters since.
Strategic Equity Management's Vanguard S&P 500 ETF position peaked at $297K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.