Aspen Grove Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Aspen Grove Capital’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	$15.8M	Sell	22,998 -1,691	-7%	-$1.13M	2.28%	14
2026 Q1	$14.8M	Buy	24,689 +1,608	+7%	+$1.01M	2.87%	11
2025 Q4	$14.5M	Buy	23,081 +887	+4%	+$551K	2.51%	12
2025 Q3	$13.6M	Buy	22,194 +590	+3%	+$348K	2.29%	12
2025 Q2	$12.3M	Buy	21,604 +5,023	+30%	+$2.64M	2.09%	13
2025 Q1	$8.52M	Buy	16,581 +1,667	+11%	+$901K	1.64%	12
2024 Q4	$8.04M	Buy	14,914 +7,576	+103%	+$4.1M	1.7%	12
2024 Q3	$3.88M	Buy	7,338 +840	+13%	+$427K	0.86%	21
2024 Q2	$3.26M	Sell	6,498 -57	-0.9%	-$27.4K	0.77%	24
2024 Q1	$3.15M	Hold	6,555	–	–	0.89%	21
2023 Q4	$2.86M	Buy	6,555 +607	+10%	+$249K	0.87%	22
2023 Q3	$2.34M	Hold	5,948	–	–	0.87%	25
2023 Q2	$2.43M	Buy	5,948 +11	+0.2%	+$4.24K	0.79%	27
2023 Q1	$2.23M	Hold	5,937	–	–	0.98%	25
2022 Q4	$2.09M	Buy	+5,937	New	+$2.1M	0.97%	23

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

Aspen Grove Capital's VOO Position: Q2 2026 in Review

Aspen Grove Capital reduced its Vanguard S&P 500 ETF (VOO) stake by 6.8% in Q2 2026, selling an estimated $1.13M and leaving 22,998 shares worth $15.8M. The position accounts for 2.28% of the portfolio, ranked #14.

Aspen Grove Capital first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Aspen Grove Capital held 22,998 shares of Vanguard S&P 500 ETF worth $15.8M as of Q2 2026.
Aspen Grove Capital sold 1,691 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.13M.
Vanguard S&P 500 ETF made up 2.28% of Aspen Grove Capital's portfolio in Q2 2026, its #14 holding.
Aspen Grove Capital first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.