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Stratos Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Stratos Investment 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 		$8.9M Buy
14,896
+13
+0.1% +$8.13K 0.36% 64
2025
Q4 		$9.33M Buy
14,883
+818
+6% +$508K 0.37% 64
2025
Q3 		$8.61M Buy
14,065
+953
+7% +$562K 0.36% 63
2025
Q2 		$7.45M Buy
13,112
+5,177
+65% +$2.72M 0.34% 64
2025
Q1 		$4.08M Buy
7,935
+703
+10% +$380K 0.22% 87
2024
Q4 		$3.9M Buy
7,232
+121
+2% +$65.5K 0.23% 80
2024
Q3 		$3.75M Buy
7,111
+120
+2% +$61K 0.26% 81
2024
Q2 		$3.5M Buy
6,991
+952
+16% +$458K 0.29% 86
2024
Q1 		$2.9M Buy
6,039
+332
+6% +$152K 0.28% 82
2023
Q4 		$2.49M Sell
5,707
-5
-0.1% -$2.05K 0.3% 75
2023
Q3 		$2.24M Buy
+5,712
New +$2.34M 0.34% 70
2021
Q4 		– Sell
-3,249
Closed -$1.28M – 239
2021
Q3 		$1.28M Buy
+3,249
New +$1.32M 0.22% 91
2021
Q2 		– Sell
-677
Closed -$247K – 128
2021
Q1 		$247K Buy
677
+3
+0.4% +$1.06K 0.08% 116
2020
Q4 		$232K Buy
674
+5
+0.7% +$1.63K 0.07% 110
2020
Q3 		$206K Buy
+669
New +$204K 0.07% 110
2020
Q1 		– Sell
-745
Closed -$220K – 121
2019
Q4 		$220K Buy
+745
New +$211K 0.1% 106

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Stratos Investment Management's VOO Position: Q1 2026 in Review

Stratos Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.09% in Q1 2026, buying an estimated $8.13K and bringing the position to 14,896 shares worth $8.9M. The position accounts for 0.36% of the portfolio, ranked #64.

Stratos Investment Management first reported a position in VOO in Q4 2019 and has held it in 16 quarters since. The position peaked at $9.33M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Stratos Investment Management held 14,896 shares of Vanguard S&P 500 ETF worth $8.9M as of Q1 2026.
  • Stratos Investment Management bought 13 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $8.13K.
  • Vanguard S&P 500 ETF made up 0.36% of Stratos Investment Management's portfolio in Q1 2026, its #64 holding.
  • Stratos Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 16 quarters since.
  • Stratos Investment Management's Vanguard S&P 500 ETF position peaked at $9.33M in Q4 2025.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.