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VOOVOO
30 quarters

Position history for AIAllen Investment Management, LLC's holdings in VANGUARD S&P 500 ETF

Allen Investment Management, LLC holds 259,574 shares of VOO (VANGUARD S&P 500 ETF), worth $178.3M as of 2026-Q2. The position was increased (+0.8% shares). VOO represents 2.1% of Allen Investment Management, LLC's portfolio.

Current Value

$178.3M

Current Shares

259,574

Total Value Change

+$177.6M

Total Shares Change

+257,081

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
259,574
+0.8%
$178.3M2.1%$686.81
52
2026-Q1
Decreased
257,568
-0.3%
$153.9M1.9%$595.81
0
2025-Q4
Increased
258,455
+0.3%
$162.1M1.8%$623.34
48
2025-Q3
Increased
257,722
+2.5%
$157.8M1.8%$606.96
49
2025-Q2
Increased
251,324
+0.0%
$142.8M1.6%$561.40
47
2025-Q1
Increased
251,230
+0.8%
$129.1M1.5%$506.35
48
2024-Q4
Increased
249,158
+2.1%
$134.2M1.6%$529.05
49
2024-Q3
Increased
244,031
+0.6%
$128.8M1.5%$516.46
48
2024-Q2
Decreased
242,678
-0.5%
$121.4M1.5%$490.95
0
2024-Q1
Increased
243,992
+0.6%
$117.3M1.5%$470.20
48
2023-Q4
Increased
242,522
+0.4%
$105.9M1.4%$425.89
47
2023-Q3
Increased
241,553
+0.3%
$94.9M1.4%$381.32
47
2023-Q2
Decreased
240,906
-0.2%
$98.1M1.4%$391.59
0
2023-Q1
Increased
241,413
+0.3%
$90.8M1.5%$360.17
47
2022-Q4
Increased
240,670
+1591.4%
$84.6M1.4%$337.14
76
2022-Q3
Decreased
14,229
-1.7%
$4.7M0.1%$311.64
0
2022-Q2
Increased
14,475
+51.2%
$5M0.1%$327.83
37
2022-Q1
Increased
9,574
+3.6%
$4M0.1%$390.77
28
2021-Q4
Unchanged
9,240
0.0%
$4M0.1%$409.54
0
2021-Q3
Unchanged
9,240
0.0%
$3.6M0.0%$368.63
0
2021-Q2
Increased
9,240
+17.1%
$3.6M0.0%$366.60
31
2021-Q1
Increased
7,891
+148.5%
$2.9M0.0%$338.23
42
2020-Q4
Unchanged
3,176
0.0%
$1.1M0.0%$317.98
0
2020-Q3
Unchanged
3,176
0.0%
$977,0000.0%$283.47
0
2020-Q2
Unchanged
3,176
0.0%
$900,0000.0%$260.05
0
2020-Q1
Unchanged
3,176
0.0%
$752,0000.0%$216.16
0
2019-Q4
Increased
3,176
+27.4%
$939,0000.0%$269.67
31
2019-Q3
Unchanged
2,493
0.0%
$680,0000.0%$246.74
0
2019-Q2
Unchanged
2,493
0.0%
$671,0000.0%$243.66
0
2019-Q1
New
2,493
-
$647,0000.0%$233.75
34

Other major holders of VOO: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, Vanguard Global Advisers, LLC, VANGUARD GROUP INC

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