Y-Intercept (HK)’s Vanguard S&P 500 ETF VOO Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-402	Closed	-$276K	–	2127
2026 Q2	$276K	Buy	+402	New	+$268K	0.01%	1488
2025 Q2	–	Sell	-915	Closed	-$470K	–	2055
2025 Q1	$470K	Buy	+915	New	+$495K	0.03%	720
2021 Q4	–	Sell	-1,091	Closed	-$430K	–	907
2021 Q3	$430K	Buy	+1,091	New	+$443K	0.08%	374

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Y-Intercept (HK)'s VOO Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Vanguard S&P 500 ETF (VOO) in Q3 2026, closing a stake of 402 shares — an estimated $276K sold.

Y-Intercept (HK) first reported a position in VOO in Q3 2021 and held it in 3 quarters. The position peaked at $470K in Q1 2025. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Y-Intercept (HK) reported no remaining Vanguard S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 402 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $276K.
Y-Intercept (HK) first reported a position in Vanguard S&P 500 ETF in Q3 2021 and held it in 3 quarters.
Y-Intercept (HK)'s Vanguard S&P 500 ETF position peaked at $470K in Q1 2025.
2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.