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

Anchor Capital 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 Q1	$2.19M	Buy	3,664 +1,111	+44%	+$695K	0.06%	129
2025 Q4	$1.6M	Buy	2,553 +167	+7%	+$104K	0.05%	146
2025 Q3	$1.46M	Buy	2,386 +774	+48%	+$456K	0.04%	153
2025 Q2	$916K	Buy	1,612 +708	+78%	+$372K	0.03%	184
2025 Q1	$465K	Buy	904 +141	+18%	+$76.2K	0.01%	208
2024 Q4	$411K	Sell	763 -25	-3%	-$13.5K	0.01%	213
2024 Q3	$416K	Hold	788	–	–	0.01%	206
2024 Q2	$394K	Buy	788 +6	+0.8%	+$2.89K	0.01%	206
2024 Q1	$376K	Buy	+782	New	+$358K	0.01%	214

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Anchor Capital Advisors's VOO Position: Q1 2026 in Review

Anchor Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 44% in Q1 2026, buying an estimated $695K and bringing the position to 3,664 shares worth $2.19M. The position accounts for 0.06% of the portfolio, ranked #129.

Anchor Capital Advisors first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Anchor Capital Advisors held 3,664 shares of Vanguard S&P 500 ETF worth $2.19M as of Q1 2026.
Anchor Capital Advisors bought 1,111 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $695K.
Vanguard S&P 500 ETF made up 0.06% of Anchor Capital Advisors's portfolio in Q1 2026, its #129 holding.
Anchor Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.