Avalon Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Avalon Capital 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	$509K	Buy	742 +1	+0.1%	+$667	0.12%	74
2026 Q1	$442K	Sell	741 -20	-3%	-$12.5K	0.12%	79
2025 Q4	$477K	Hold	761	–	–	0.11%	87
2025 Q3	$466K	Sell	761 -7	-0.9%	-$4.13K	0.11%	84
2025 Q2	$436K	Hold	768	–	–	0.12%	88
2025 Q1	$394K	Sell	768 -19	-2%	-$10.3K	0.11%	94
2024 Q4	$424K	Hold	787	–	–	0.14%	93
2024 Q3	$415K	Hold	787	–	–	0.13%	88
2024 Q2	$393K	Buy	+787	New	+$379K	0.12%	83
2018 Q3	–	Sell	-900	Closed	-$225K	–	57
2018 Q2	$225K	Hold	900	–	–	0.22%	43
2018 Q1	$218K	Hold	900	–	–	0.21%	53
2017 Q4	$221K	Sell	900 -62	-6%	-$14.8K	0.2%	67
2017 Q3	$222K	Buy	+962	New	+$218K	0.15%	84

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

Avalon Capital Management's VOO Position: Q2 2026 in Review

Avalon Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.13% in Q2 2026, buying an estimated $667 and bringing the position to 742 shares worth $509K. The position accounts for 0.12% of the portfolio, ranked #74.

Avalon Capital Management first reported a position in VOO in Q3 2017 and has held it in 13 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Avalon Capital Management held 742 shares of Vanguard S&P 500 ETF worth $509K as of Q2 2026.
Avalon Capital Management bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.12% of Avalon Capital Management's portfolio in Q2 2026, its #74 holding.
Avalon Capital Management first reported a position in Vanguard S&P 500 ETF in Q3 2017 and has held it in 13 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.