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

VestGen 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	$12.1M	Buy	17,675 +4,768	+37%	+$3.18M	0.35%	59
2026 Q1	$8.76M	Sell	12,907 -26,859	-68%	-$16.8M	0.23%	90
2025 Q4	$24.9M	Sell	39,766 -809	-2%	-$503K	1.06%	18
2025 Q3	$24.8M	Sell	40,575 -2,112	-5%	-$1.24M	0.83%	21
2025 Q2	$24.3M	Sell	42,687 -2,178	-5%	-$1.14M	0.97%	17
2025 Q1	$23.1M	Buy	+44,865	New	+$24.3M	1.05%	14

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

VestGen Advisors's VOO Position: Q2 2026 in Review

VestGen Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 37% in Q2 2026, buying an estimated $3.18M and bringing the position to 17,675 shares worth $12.1M. The position accounts for 0.35% of the portfolio, ranked #59.

VestGen Advisors first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.9M in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

VestGen Advisors held 17,675 shares of Vanguard S&P 500 ETF worth $12.1M as of Q2 2026.
VestGen Advisors bought 4,768 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.18M.
Vanguard S&P 500 ETF made up 0.35% of VestGen Advisors's portfolio in Q2 2026, its #59 holding.
VestGen Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Vanguard S&P 500 ETF position peaked at $24.9M in Q4 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.