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

Total 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	–	Sell	-935	Closed	-$559K	–	100
2026 Q1	$559K	Buy	935 +85	+10%	+$53.2K	0.07%	38
2025 Q4	$533K	Sell	850 -682	-45%	-$424K	0.07%	38
2025 Q3	$938K	Sell	1,532 -801	-34%	-$472K	0.12%	29
2025 Q2	$1.33M	Buy	2,333 +275	+13%	+$145K	0.19%	18
2025 Q1	$1.06M	Buy	2,058 +1,409	+217%	+$762K	0.14%	27
2024 Q4	$350K	Sell	649 -47	-7%	-$25.5K	0.05%	50
2024 Q3	$367K	Buy	696 +34	+5%	+$17.3K	0.04%	42
2024 Q2	$331K	Buy	+662	New	+$319K	0.04%	43
2023 Q4	–	Sell	-833	Closed	-$327K	–	78
2023 Q3	$327K	Buy	+833	New	+$341K	0.05%	48

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Total Investment Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 935 shares — an estimated $559K sold.

Total Investment Management first reported a position in VOO in Q3 2023 and held it in 9 quarters. The position peaked at $1.33M in Q2 2025. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Total Investment Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Total Investment Management sold 935 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $559K.
Total Investment Management first reported a position in Vanguard S&P 500 ETF in Q3 2023 and held it in 9 quarters.
Total Investment Management's Vanguard S&P 500 ETF position peaked at $1.33M in Q2 2025.
4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.