Vanguard Personalized Indexing Management
VOO icon

Vanguard Personalized Indexing Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Vanguard Personalized Indexing 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 		$8.08M Sell
11,771
-174
-1% -$116K 0.07% 240
2026
Q1 		$7.14M Sell
11,945
-1,059
-8% -$662K 0.07% 242
2025
Q4 		$8.16M Buy
13,004
+315
+2% +$196K 0.08% 205
2025
Q3 		$7.77M Sell
12,689
-3,243
-20% -$1.91M 0.08% 208
2025
Q2 		$9.05M Buy
15,932
+2,498
+19% +$1.31M 0.1% 176
2025
Q1 		$6.9M Buy
13,434
+4,356
+48% +$2.35M 0.1% 178
2024
Q4 		$4.89M Buy
9,078
+6,174
+213% +$3.34M 0.07% 220
2024
Q3 		$1.53M Sell
2,904
-196
-6% -$99.6K 0.02% 568
2024
Q2 		$1.33M Buy
3,100
+485
+19% +$233K 0.03% 560
2024
Q1 		$1.26M Sell
2,615
-224
-8% -$103K 0.03% 552
2023
Q4 		$1.24M Buy
2,839
+2,039
+255% +$835K 0.03% 528
2023
Q3 		$314K Buy
800
+196
+32% +$80.1K 0.01% 1106
2023
Q2 		$246K Buy
+604
New +$233K 0.01% 1233
2023
Q1 		– Sell
-3,678
Closed -$1.29M – 1502
2022
Q4 		$1.29M Buy
3,678
+468
+15% +$165K 0.05% 406
2022
Q3 		$1.05M Sell
3,210
-1,841
-36% -$672K 0.05% 454
2022
Q2 		$1.75M Sell
5,051
-287
-5% -$108K 0.08% 246
2022
Q1 		$2.22M Sell
5,338
-130
-2% -$53.2K 0.11% 172
2021
Q4 		$2.39M Hold
5,468
– – 0.14% 127
2021
Q3 		$2.16M Hold
5,468
– – 0.19% 99
2021
Q2 		$2.15M Hold
5,468
– – 0.23% 87
2021
Q1 		$1.99M Buy
5,468
+440
+9% +$156K 0.3% 66
2020
Q4 		$1.73M Buy
+5,028
New +$1.64M 0.38% 55

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

Vanguard Personalized Indexing Management's VOO Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q2 2026, selling an estimated $116K and leaving 11,771 shares worth $8.08M. The position accounts for 0.07% of the portfolio, ranked #240.

Vanguard Personalized Indexing Management first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.05M in Q2 2025. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Vanguard Personalized Indexing Management held 11,771 shares of Vanguard S&P 500 ETF worth $8.08M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 174 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $116K.
  • Vanguard S&P 500 ETF made up 0.07% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #240 holding.
  • Vanguard Personalized Indexing Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Vanguard Personalized Indexing Management's Vanguard S&P 500 ETF position peaked at $9.05M in Q2 2025.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.