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Strategic Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Strategic Investment Advisors’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 		$215M Buy
313,430
+45,854
+17% +$30.6M 13.02% 1
2026
Q1 		$160M Buy
267,576
+39,611
+17% +$24.8M 11.05% 1
2025
Q4 		$143M Buy
227,965
+158,296
+227% +$98.4M 12.37% 1
2025
Q3 		$128M Sell
69,669
-116,189
-63% -$68.5M 11.52% 1
2025
Q2 		$106M Buy
185,858
+25,157
+16% +$13.2M 10.28% 1
2025
Q1 		$82.6M Buy
160,701
+11,694
+8% +$6.32M 8.75% 1
2024
Q4 		$80.3M Buy
149,007
+9,463
+7% +$5.13M 8.53% 1
2024
Q3 		$73.6M Buy
139,544
+7,949
+6% +$4.04M 8.07% 1
2024
Q2 		$65.8M Buy
131,595
+10,333
+9% +$4.97M 8.02% 1
2024
Q1 		$58.3M Buy
121,262
+9,246
+8% +$4.23M 7.48% 1
2023
Q4 		$48.9M Buy
112,016
+10,951
+11% +$4.48M 7.06% 1
2023
Q3 		$39.7M Sell
101,065
-98,223
-49% -$40.2M 6.54% 2
2023
Q2 		$81.2M Buy
199,288
+105,165
+112% +$40.6M 11.26% 1
2023
Q1 		$35.4M Buy
94,123
+15,264
+19% +$5.6M 6.4% 2
2022
Q4 		$27.7M Sell
78,859
-7,292
-8% -$2.58M 5.74% 2
2022
Q3 		$28.3M Buy
86,151
+6,684
+8% +$2.44M 6.37% 2
2022
Q2 		$27.6M Buy
79,467
+6,736
+9% +$2.54M 5.51% 2
2022
Q1 		$30.2M Buy
72,731
+10,124
+16% +$4.14M 5.7% 2
2021
Q4 		$27.3M Buy
62,607
+8,637
+16% +$3.65M 5.28% 2
2021
Q3 		$21.3M Buy
53,970
+8,074
+18% +$3.28M 4.67% 2
2021
Q2 		$18.1M Buy
45,896
+2,696
+6% +$1.03M 4.14% 2
2021
Q1 		$15.7M Buy
43,200
+4,123
+11% +$1.46M 4.08% 2
2020
Q4 		$13.4M Buy
39,077
+32,005
+453% +$10.4M 3.87% 3
2020
Q3 		$2.18M Buy
7,072
+267
+4% +$81.3K 0.73% 37
2020
Q2 		$1.93M Sell
6,805
-11,002
-62% -$2.96M 0.73% 40
2020
Q1 		$4.22M Buy
17,807
+2,104
+13% +$590K 1.94% 12
2019
Q4 		$4.64M Buy
15,703
+1,174
+8% +$332K 1.92% 12
2019
Q3 		$3.97M Buy
14,529
+3,788
+35% +$1.03M 1.9% 14
2019
Q2 		$2.89M Buy
10,741
+4,257
+66% +$1.13M 1.58% 16
2019
Q1 		$1.68M Buy
6,484
+416
+7% +$104K 1.15% 25
2018
Q4 		$1.4M Buy
+6,068
New +$1.5M 1.25% 25

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

Strategic Investment Advisors's VOO Position: Q2 2026 in Review

Strategic Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q2 2026, buying an estimated $30.6M and bringing the position to 313,430 shares worth $215M. The position accounts for 13.02% of the portfolio, ranked #1.

Strategic Investment Advisors first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Strategic Investment Advisors held 313,430 shares of Vanguard S&P 500 ETF worth $215M as of Q2 2026.
  • Strategic Investment Advisors bought 45,854 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $30.6M.
  • Vanguard S&P 500 ETF made up 13.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Strategic Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.