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Bank of Marin’s Vanguard S&P 500 ETF VOO Stock Holding History

Bank of Marin’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 		$3.3M Sell
5,530
-186
-3% -$116K 2.41% 7
2025
Q4 		$3.58M Sell
5,716
-136
-2% -$84.5K 2.48% 7
2025
Q3 		$3.58M Sell
5,852
-243
-4% -$143K 2.53% 6
2025
Q2 		$3.46M Buy
+6,095
New +$3.2M 2.61% 6
2025
Q1 		– Sell
-6,137
Closed -$3.31M – 118
2024
Q4 		$3.31M Sell
6,137
-159
-3% -$86.1K 2.61% 6
2024
Q3 		$3.32M Buy
6,296
+204
+3% +$104K 2.68% 4
2024
Q2 		$3.05M Sell
6,092
-1,424
-19% -$685K 2.62% 6
2024
Q1 		$3.61M Sell
7,516
-867
-10% -$397K 3.17% 4
2023
Q4 		$3.66M Sell
8,383
-1,878
-18% -$769K 3.28% 4
2023
Q3 		$4.03M Sell
10,261
-60
-0.6% -$24.5K 3.93% 4
2023
Q2 		$4.2M Sell
10,321
-65
-0.6% -$25.1K 3.91% 3
2023
Q1 		$3.91M Sell
10,386
-4,214
-29% -$1.55M 3.73% 3
2022
Q4 		$5.13M Buy
14,600
+20
+0.1% +$7.07K 4.82% 2
2022
Q3 		$4.79M Sell
14,580
-876
-6% -$320K 4.71% 2
2022
Q2 		$5.36M Buy
15,456
+673
+5% +$254K 4.72% 2
2022
Q1 		$6.14M Sell
14,783
-523
-3% -$214K 4.47% 2
2021
Q4 		$6.68M Sell
15,306
-105
-0.7% -$44.3K 4.45% 2
2021
Q3 		$6.08M Buy
15,411
+370
+2% +$150K 4.44% 2
2021
Q2 		$5.92M Sell
15,041
-179
-1% -$68.7K 4.33% 2
2021
Q1 		$5.54M Buy
15,220
+1,462
+11% +$518K 4.39% 2
2020
Q4 		$4.73M Buy
13,758
+4,164
+43% +$1.36M 3.98% 2
2020
Q3 		$2.95M Sell
9,594
-375
-4% -$114K 3.03% 4
2020
Q2 		$2.83M Buy
9,969
+568
+6% +$153K 3.23% 3
2020
Q1 		$2.23M Buy
9,401
+170
+2% +$47.6K 3.03% 2
2019
Q4 		$2.73M Buy
+9,231
New +$2.61M 2.76% 4

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Bank of Marin's VOO Position: Q1 2026 in Review

Bank of Marin reduced its Vanguard S&P 500 ETF (VOO) stake by 3.3% in Q1 2026, selling an estimated $116K and leaving 5,530 shares worth $3.3M. The position accounts for 2.41% of the portfolio, ranked #7.

Bank of Marin first reported a position in VOO in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.68M in Q4 2021. 3,832 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Bank of Marin held 5,530 shares of Vanguard S&P 500 ETF worth $3.3M as of Q1 2026.
  • Bank of Marin sold 186 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $116K.
  • Vanguard S&P 500 ETF made up 2.41% of Bank of Marin's portfolio in Q1 2026, its #7 holding.
  • Bank of Marin first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
  • Bank of Marin's Vanguard S&P 500 ETF position peaked at $6.68M in Q4 2021.
  • 3,832 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.