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 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

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

Vanguard Personalized Indexing Management's VOO Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its Vanguard S&P 500 ETF (VOO) stake by 8.1% in Q1 2026, selling an estimated $662K and leaving 11,945 shares worth $7.14M. The position accounts for 0.07% of the portfolio, ranked #242.

Vanguard Personalized Indexing Management first reported a position in VOO in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.05M in Q2 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Vanguard Personalized Indexing Management held 11,945 shares of Vanguard S&P 500 ETF worth $7.14M as of Q1 2026.
Vanguard Personalized Indexing Management sold 1,059 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $662K.
Vanguard S&P 500 ETF made up 0.07% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #242 holding.
Vanguard Personalized Indexing Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
Vanguard Personalized Indexing Management's Vanguard S&P 500 ETF position peaked at $9.05M in Q2 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.