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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
Q2 		$10.1M Sell
14,648
-248
-2% -$165K 0.36% 61
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

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

Stratos Investment Management's VOO Position: Q2 2026 in Review

Stratos Investment Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, selling an estimated $165K and leaving 14,648 shares worth $10.1M. The position accounts for 0.36% of the portfolio, ranked #61.

Stratos Investment Management first reported a position in VOO in Q4 2019 and has held it in 17 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Stratos Investment Management held 14,648 shares of Vanguard S&P 500 ETF worth $10.1M as of Q2 2026.
  • Stratos Investment Management sold 248 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $165K.
  • Vanguard S&P 500 ETF made up 0.36% of Stratos Investment Management's portfolio in Q2 2026, its #61 holding.
  • Stratos Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 17 quarters since.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.