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Agate Pass Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Agate Pass Investment 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
Q2 		$13.1M Buy
19,071
+1,229
+7% +$819K 4.83% 4
2026
Q1 		$10.7M Buy
17,842
+7,718
+76% +$4.83M 4.17% 5
2025
Q4 		$6.35M Buy
10,124
+1,864
+23% +$1.16M 2.36% 11
2025
Q3 		$5.06M Buy
8,260
+1,549
+23% +$913K 1.92% 13
2025
Q2 		$3.81M Buy
6,711
+239
+4% +$126K 1.57% 16
2025
Q1 		$3.33M Sell
6,472
-70
-1% -$37.8K 1.42% 18
2024
Q4 		$3.52M Buy
6,542
+96
+1% +$52K 1.59% 15
2024
Q3 		$3.4M Sell
6,446
-113
-2% -$57.4K 1.7% 20
2024
Q2 		$3.28M Buy
6,559
+670
+11% +$322K 1.75% 15
2024
Q1 		$2.83M Buy
5,889
+1,109
+23% +$508K 1.52% 21
2023
Q4 		$2.09M Buy
4,780
+986
+26% +$404K 1.21% 26
2023
Q3 		$1.49M Buy
3,794
+271
+8% +$111K 1.01% 31
2023
Q2 		$1.43M Buy
3,523
+390
+12% +$150K 0.87% 38
2023
Q1 		$1.18M Buy
3,133
+687
+28% +$252K 0.77% 42
2022
Q4 		$859K Buy
2,446
+536
+28% +$189K 0.61% 48
2022
Q3 		$627K Buy
1,910
+381
+25% +$139K 0.48% 53
2022
Q2 		$530K Buy
1,529
+375
+32% +$141K 0.37% 64
2022
Q1 		$479K Buy
1,154
+531
+85% +$217K 0.3% 70
2021
Q4 		$272K Buy
+623
New +$263K 0.17% 90

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Agate Pass Investment Management's VOO Position: Q2 2026 in Review

Agate Pass Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.9% in Q2 2026, buying an estimated $819K and bringing the position to 19,071 shares worth $13.1M. The position accounts for 4.83% of the portfolio, ranked #4.

Agate Pass Investment Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Agate Pass Investment Management held 19,071 shares of Vanguard S&P 500 ETF worth $13.1M as of Q2 2026.
  • Agate Pass Investment Management bought 1,229 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $819K.
  • Vanguard S&P 500 ETF made up 4.83% of Agate Pass Investment Management's portfolio in Q2 2026, its #4 holding.
  • Agate Pass Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.