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

Belmont 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
2025
Q2 		$4.23M Hold
7,449
– – 0.64% 15
2025
Q1 		$3.83M Buy
7,449
+219
+3% +$118K 0.69% 19
2024
Q4 		$3.9M Buy
7,230
+2,241
+45% +$1.21M 0.63% 20
2024
Q3 		$2.63M Buy
4,989
+3,560
+249% +$1.81M 0.44% 20
2024
Q2 		$715K Buy
+1,429
New +$688K 0.13% 60

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Belmont Capital's VOO Position: Q2 2025 in Review

Belmont Capital held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2025 at 7,449 shares worth $4.23M. The position accounts for 0.64% of the portfolio, ranked #15.

Belmont Capital first reported a position in VOO in Q2 2024 and has held it in 5 quarters since. 3,384 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Belmont Capital held 7,449 shares of Vanguard S&P 500 ETF worth $4.23M as of Q2 2025.
  • Belmont Capital left its Vanguard S&P 500 ETF share count unchanged in Q2 2025.
  • Vanguard S&P 500 ETF made up 0.64% of Belmont Capital's portfolio in Q2 2025, its #15 holding.
  • Belmont Capital first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 5 quarters since.
  • 3,384 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.