Valued Retirements’s Vanguard S&P 500 ETF VOO Stock Holding History

Valued Retirements’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	$5.13M	Sell	8,582 -97	-1%	-$60.7K	5.01%	5
2025 Q4	$5.44M	Buy	8,679 +906	+12%	+$563K	5.32%	2
2025 Q3	$4.42M	Hold	7,773	–	–	4.98%	4
2025 Q2	$4.42M	Buy	7,773 +342	+5%	+$180K	4.98%	4
2025 Q1	$3.82M	Buy	7,431 +723	+11%	+$391K	5.02%	5
2024 Q4	$3.61M	Buy	6,708 +857	+15%	+$464K	4.87%	6
2024 Q3	$3.09M	Buy	5,851 +511	+10%	+$260K	4.25%	7
2024 Q2	$2.67M	Buy	5,340 +539	+11%	+$259K	4.05%	8
2024 Q1	$2.31M	Buy	4,801 +3	+0.1%	+$1.37K	3.69%	8
2023 Q4	$2.1M	Buy	+4,798	New	+$1.96M	3.63%	9

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

Valued Retirements's VOO Position: Q1 2026 in Review

Valued Retirements reduced its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q1 2026, selling an estimated $60.7K and leaving 8,582 shares worth $5.13M. The position accounts for 5.01% of the portfolio, ranked #5.

Valued Retirements first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.44M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Valued Retirements held 8,582 shares of Vanguard S&P 500 ETF worth $5.13M as of Q1 2026.
Valued Retirements sold 97 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $60.7K.
Vanguard S&P 500 ETF made up 5.01% of Valued Retirements's portfolio in Q1 2026, its #5 holding.
Valued Retirements first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Valued Retirements's Vanguard S&P 500 ETF position peaked at $5.44M in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.