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

Strategic Investment Solutions’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 		$5.6M Sell
8,158
-153
-2% -$102K 1.28% 16
2026
Q1 		$4.96M Sell
8,311
-384
-4% -$240K 1.2% 19
2025
Q4 		$5.45M Sell
8,695
-2,030
-19% -$1.26M 1.31% 19
2025
Q3 		$6.57M Sell
10,725
-241
-2% -$142K 1.74% 10
2025
Q2 		$6.23M Sell
10,966
-1,073
-9% -$564K 1.88% 11
2025
Q1 		$6.19M Buy
12,039
+4,039
+50% +$2.18M 1.8% 14
2024
Q4 		$3.82M Sell
8,000
-2,482
-24% -$1.34M 1.28% 20
2024
Q3 		$5.53M Buy
10,482
+3,103
+42% +$1.58M 1.66% 16
2024
Q2 		$3.73M Buy
+7,379
New +$3.55M 1.21% 20
2023
Q4 		$3.51M Sell
8,042
-123,846
-94% -$50.7M 0.61% 35
2023
Q3 		$53.9M Buy
131,888
+129,929
+6,632% +$53.1M 0.67% 33
2023
Q2 		$771K Sell
1,959
-2,453
-56% -$946K 0.16% 59
2023
Q1 		$1.66M Buy
4,412
+846
+24% +$310K 0.33% 53
2022
Q4 		$1.37M Buy
+3,566
New +$1.26M 0.67% 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

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

Strategic Investment Solutions reduced its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q2 2026, selling an estimated $102K and leaving 8,158 shares worth $5.6M. The position accounts for 1.28% of the portfolio, ranked #16.

Strategic Investment Solutions first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $53.9M in Q3 2023. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Strategic Investment Solutions held 8,158 shares of Vanguard S&P 500 ETF worth $5.6M as of Q2 2026.
  • Strategic Investment Solutions sold 153 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $102K.
  • Vanguard S&P 500 ETF made up 1.28% of Strategic Investment Solutions's portfolio in Q2 2026, its #16 holding.
  • Strategic Investment Solutions first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Strategic Investment Solutions's Vanguard S&P 500 ETF position peaked at $53.9M in Q3 2023.
  • 3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.