Systematic Alpha Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Systematic Alpha Investments’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	$677M	Hold	1,132,544	–	–	23.79%	1
2025 Q4	$710M	Hold	1,132,544	–	–	22.16%	1
2025 Q3	$694M	Hold	1,132,544	–	–	22.81%	1
2025 Q2	$643M	Hold	1,132,544	–	–	22.85%	1
2025 Q1	$582M	Hold	1,132,544	–	–	22.23%	1
2024 Q4	$610M	Hold	1,132,544	–	–	22.48%	1
2024 Q3	$598M	Hold	1,132,544	–	–	21.84%	1
2024 Q2	$566M	Hold	1,132,544	–	–	21.59%	1
2024 Q1	$544M	Hold	1,132,544	–	–	21.82%	1
2023 Q4	$495M	Hold	1,132,544	–	–	22.18%	1
2023 Q3	$445M	Hold	1,132,544	–	–	22.14%	1
2023 Q2	$461M	Hold	1,132,544	–	–	22.35%	1
2023 Q1	$426M	Hold	1,132,544	–	–	22.39%	1
2022 Q4	$398M	Hold	1,132,544	–	–	20.16%	1
2022 Q3	$372M	Hold	1,132,544	–	–	22.42%	1
2022 Q2	$393M	Hold	1,132,544	–	–	22.25%	1
2022 Q1	$470M	Hold	1,132,544	–	–	22.91%	1
2021 Q4	$494M	Buy	1,132,544 +100	+0%	+$42.2K	22.97%	1
2021 Q3	$478M	Buy	1,132,444 +13,306	+1%	+$5.4M	20.94%	1
2021 Q2	$455M	Buy	1,119,138 +914	+0.1%	+$351K	20.69%	1
2021 Q1	$407M	Buy	1,118,224 +839,410	+301%	+$298M	26.16%	1
2020 Q4	$95.8M	Buy	+278,814	New	+$90.9M	10.44%	1

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

Systematic Alpha Investments's VOO Position: Q1 2026 in Review

Systematic Alpha Investments held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 1,132,544 shares worth $677M. The position accounts for 23.79% of the portfolio, ranked #1.

Systematic Alpha Investments first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $710M in Q4 2025. 3,834 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Systematic Alpha Investments held 1,132,544 shares of Vanguard S&P 500 ETF worth $677M as of Q1 2026.
Systematic Alpha Investments left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 23.79% of Systematic Alpha Investments's portfolio in Q1 2026, its #1 holding.
Systematic Alpha Investments first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
Systematic Alpha Investments's Vanguard S&P 500 ETF position peaked at $710M in Q4 2025.
3,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.