VOO — VANGUARD S&P 500 ETF

Ownership history in EVOKE WEALTH, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in VANGUARD S&P 500 ETF (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.8% (2019 Q4)
Avg. % of fund
2.62%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 171,537 +1,485 +0.9% 2.01% $107.6M $627.13
2025 Q3 ADDED 170,052 +1,151 +0.7% 2.11% $104.4M $610.65
2025 Q2 ADDED 168,901 +20,305 +13.7% 2.20% $96.2M $564.81
2025 Q1 ADDED 148,596 +4,097 +2.8% 1.99% $76.4M $509.43
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOO price (monthly, adj. close)

Other funds also holding VOO

As of 2025 Q4 — sorted by position size

Call To Action Foundation 100.0% AFBI LP 100.0% E-L Financial Corp Ltd 3Y 7Y 100.0% AXIS CAPITAL HOLDINGS LTD 91.09% GLOBE LIFE INC. 3Y 7Y 86.57% Standard Family Office LLC 3Y 84.86% FJ Investments, LLC 83.65% DUMAC, INC. 3Y 7Y 71.66% Liquid Strategies, LLC 3Y 64.34% Investure, LLC 3Y 7Y 63.28%
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