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Traphagen Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Traphagen Investment Advisors’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 		$17.6M Buy
25,676
+1,612
+7% +$1.07M 1.26% 16
2026
Q1 		$14.4M Buy
24,064
+50
+0.2% +$31.3K 1.17% 17
2025
Q4 		$15.1M Sell
24,014
-698
-3% -$434K 1.24% 14
2025
Q3 		$15.1M Buy
24,712
+219
+0.9% +$129K 1.3% 14
2025
Q2 		$13.9M Buy
24,493
+283
+1% +$149K 1.32% 14
2025
Q1 		$12.4M Buy
24,210
+17
+0.1% +$9.19K 1.3% 14
2024
Q4 		$13M Buy
24,193
+194
+0.8% +$105K 1.33% 14
2024
Q3 		$12.7M Sell
23,999
-56
-0.2% -$28.5K 1.28% 15
2024
Q2 		$12M Sell
24,055
-4
-0% -$1.93K 1.31% 15
2024
Q1 		$11.6M Sell
24,059
-58
-0.2% -$26.5K 1.23% 15
2023
Q4 		$10.5M Buy
24,117
+704
+3% +$288K 1.24% 17
2023
Q3 		$9.19M Buy
23,413
+8,002
+52% +$3.27M 1.17% 18
2023
Q2 		$6.28M Buy
15,411
+2,357
+18% +$909K 0.81% 23
2023
Q1 		$4.91M Buy
13,054
+31
+0.2% +$11.4K 0.72% 25
2022
Q4 		$4.58M Sell
13,023
-5
-0% -$1.77K 0.72% 24
2022
Q3 		$4.28M Buy
13,028
+2,351
+22% +$859K 0.78% 21
2022
Q2 		$3.7M Buy
10,677
+76
+0.7% +$28.6K 0.67% 22
2022
Q1 		$4.4M Sell
10,601
-108
-1% -$44.2K 0.71% 21
2021
Q4 		$4.68M Buy
10,709
+13
+0.1% +$5.49K 0.77% 18
2021
Q3 		$4.22M Hold
10,696
– – 0.76% 19
2021
Q2 		$4.21M Buy
10,696
+128
+1% +$49.1K 0.72% 21
2021
Q1 		$3.85M Sell
10,568
-10
-0.1% -$3.55K 0.71% 22
2020
Q4 		$3.64M Hold
10,578
– – 0.66% 25
2020
Q3 		$3.25M Buy
10,578
+1
+0% +$305 0.66% 25
2020
Q2 		$3M Buy
10,577
+24
+0.2% +$6.46K 0.68% 29
2020
Q1 		$2.5M Sell
10,553
-30
-0.3% -$8.4K 0.67% 26
2019
Q4 		$3.13M Hold
10,583
– – 0.75% 21
2019
Q3 		$2.88M Hold
10,583
– – 0.75% 22
2019
Q2 		$2.85M Buy
10,583
+92
+0.9% +$24.3K 0.76% 24
2019
Q1 		$2.72M Buy
+10,491
New +$2.62M 0.77% 24

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

Traphagen Investment Advisors's VOO Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 6.7% in Q2 2026, buying an estimated $1.07M and bringing the position to 25,676 shares worth $17.6M. The position accounts for 1.26% of the portfolio, ranked #16.

Traphagen Investment Advisors first reported a position in VOO in Q1 2019 and has held it in 30 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Traphagen Investment Advisors held 25,676 shares of Vanguard S&P 500 ETF worth $17.6M as of Q2 2026.
  • Traphagen Investment Advisors bought 1,612 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.07M.
  • Vanguard S&P 500 ETF made up 1.26% of Traphagen Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Traphagen Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.