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 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

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

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

Total Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q1 2026, buying an estimated $53.2K and bringing the position to 935 shares worth $559K. The position accounts for 0.07% of the portfolio, ranked #38.

Total Investment Management first reported a position in VOO in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.33M in Q2 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Total Investment Management held 935 shares of Vanguard S&P 500 ETF worth $559K as of Q1 2026.
Total Investment Management bought 85 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $53.2K.
Vanguard S&P 500 ETF made up 0.07% of Total Investment Management's portfolio in Q1 2026, its #38 holding.
Total Investment Management first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 9 quarters since.
Total Investment Management's Vanguard S&P 500 ETF position peaked at $1.33M in Q2 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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