tru Independence’s Vanguard S&P 500 ETF VOO Stock Holding History

tru Independence’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	$608K	Buy	885 +7	+0.8%	+$4.67K	0.27%	43
2026 Q1	$525K	Sell	878 -33	-4%	-$20.6K	0.26%	46
2025 Q4	$571K	Hold	911	–	–	0.14%	78
2025 Q3	$558K	Buy	911 +1	+0.1%	+$589	0.15%	80
2025 Q2	$517K	Sell	910 -69	-7%	-$36.3K	0.15%	81
2025 Q1	$503K	Hold	979	–	–	0.16%	77
2024 Q4	$528K	Hold	979	–	–	0.17%	75
2024 Q3	$517K	Buy	979 +15	+2%	+$7.63K	0.15%	78
2024 Q2	$482K	Sell	964 -38	-4%	-$18.3K	0.15%	75
2024 Q1	$482K	Hold	1,002	–	–	0.14%	79
2023 Q4	$438K	Hold	1,002	–	–	0.13%	84
2023 Q3	$393K	Hold	1,002	–	–	0.14%	90
2023 Q2	$408K	Sell	1,002 -15	-1%	-$5.79K	0.13%	87
2023 Q1	$383K	Hold	1,017	–	–	0.12%	91
2022 Q4	$357K	Sell	1,017 -183	-15%	-$64.6K	0.12%	90
2022 Q3	$394K	Buy	1,200 +200	+20%	+$73K	0.14%	88
2022 Q2	$347K	Buy	1,000 +6	+0.6%	+$2.26K	0.11%	100
2022 Q1	$413K	Hold	994	–	–	0.11%	109
2021 Q4	$434K	Hold	994	–	–	0.12%	105
2021 Q3	$392K	Buy	+994	New	+$403K	0.11%	107
2020 Q4	–	Sell	-521	Closed	-$160K	–	838
2020 Q3	$160K	Buy	+521	New	+$159K	0.05%	171
2020 Q1	–	Sell	-3,201	Closed	-$758K	–	925
2019 Q4	$758K	Buy	+3,201	New	+$905K	0.11%	126

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

tru Independence's VOO Position: Q2 2026 in Review

tru Independence increased its Vanguard S&P 500 ETF (VOO) stake by 0.8% in Q2 2026, buying an estimated $4.67K and bringing the position to 885 shares worth $608K. The position accounts for 0.27% of the portfolio, ranked #43.

tru Independence first reported a position in VOO in Q4 2019 and has held it in 22 quarters since. The position peaked at $758K in Q4 2019. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

tru Independence held 885 shares of Vanguard S&P 500 ETF worth $608K as of Q2 2026.
tru Independence bought 7 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.67K.
Vanguard S&P 500 ETF made up 0.27% of tru Independence's portfolio in Q2 2026, its #43 holding.
tru Independence first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 22 quarters since.
tru Independence's Vanguard S&P 500 ETF position peaked at $758K in Q4 2019.
4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.