Arlington Trust’s Vanguard S&P 500 ETF VOO Stock Holding History

Arlington Trust’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	$5.96M	Buy	8,685 +2,127	+32%	+$1.42M	0.5%	11
2026 Q1	$3.92M	Buy	6,558 +1,243	+23%	+$777K	0.35%	13
2025 Q4	$3.33M	Sell	5,315 -211	-4%	-$131K	0.34%	15
2025 Q3	$3.38M	Buy	5,526 +583	+12%	+$344K	0.61%	25
2025 Q2	$2.81M	Buy	4,943 +874	+21%	+$459K	0.55%	26
2025 Q1	$2.09M	Buy	4,069 +1,150	+39%	+$622K	0.44%	31
2024 Q4	$1.57M	Sell	2,919 -481	-14%	-$261K	0.33%	36
2024 Q3	$1.79M	Buy	3,400 +952	+39%	+$484K	0.39%	30
2024 Q2	$1.22M	Hold	2,448	–	–	0.29%	50
2024 Q1	$1.18M	Hold	2,448	–	–	0.3%	49
2023 Q4	$1.07M	Buy	2,448 +2,280	+1,357%	+$933K	0.3%	49
2023 Q3	$66K	Buy	+168	New	+$68.7K	0.03%	126

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Arlington Trust's VOO Position: Q2 2026 in Review

Arlington Trust increased its Vanguard S&P 500 ETF (VOO) stake by 32% in Q2 2026, buying an estimated $1.42M and bringing the position to 8,685 shares worth $5.96M. The position accounts for 0.5% of the portfolio, ranked #11.

Arlington Trust first reported a position in VOO in Q3 2023 and has held it in 12 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Arlington Trust held 8,685 shares of Vanguard S&P 500 ETF worth $5.96M as of Q2 2026.
Arlington Trust bought 2,127 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.42M.
Vanguard S&P 500 ETF made up 0.5% of Arlington Trust's portfolio in Q2 2026, its #11 holding.
Arlington Trust first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.