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

Blume 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	$473K	Sell	689 -6	-0.9%	-$4K	0.07%	96
2026 Q1	$415K	Buy	695 +100	+17%	+$62.5K	0.07%	93
2025 Q4	$373K	Hold	595	–	–	0.07%	96
2025 Q3	$364K	Buy	595 +30	+5%	+$17.7K	0.07%	94
2025 Q2	$321K	Buy	565 +10	+2%	+$5.26K	0.06%	96
2025 Q1	$285K	Buy	555 +3	+0.5%	+$1.62K	0.06%	90
2024 Q4	$298K	Hold	552	–	–	0.07%	90
2024 Q3	$291K	Hold	552	–	–	0.07%	89
2024 Q2	$276K	Buy	552 +100	+22%	+$48.1K	0.07%	90
2024 Q1	$217K	Buy	452 +340	+304%	+$156K	0.05%	95
2023 Q4	$49.1K	Hold	112	–	–	0.01%	175
2023 Q3	$44.1K	Buy	112 +100	+833%	+$40.9K	0.01%	179
2023 Q2	$4.99K	Hold	12	–	–	﹤0.01%	279
2023 Q1	$4.6K	Hold	12	–	–	﹤0.01%	278
2022 Q4	$4.29K	Hold	12	–	–	﹤0.01%	282
2022 Q3	$4K	Buy	12 +6	+100%	+$2.19K	﹤0.01%	282
2022 Q2	$2K	Hold	6	–	–	﹤0.01%	298
2022 Q1	$3K	Hold	6	–	–	﹤0.01%	299
2021 Q4	$3K	Buy	6 +1	+20%	+$422	﹤0.01%	290
2021 Q3	$2K	Buy	5 +1	+25%	+$406	﹤0.01%	294
2021 Q2	$2K	Hold	4	–	–	﹤0.01%	281
2021 Q1	$1K	Buy	4 +2	+100%	+$709	﹤0.01%	264
2020 Q4	$1K	Buy	+2	New	+$652	﹤0.01%	224

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Blume Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.86% in Q2 2026, selling an estimated $4K and leaving 689 shares worth $473K. The position accounts for 0.07% of the portfolio, ranked #96.

Blume Capital Management first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Blume Capital Management held 689 shares of Vanguard S&P 500 ETF worth $473K as of Q2 2026.
Blume Capital Management sold 6 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4K.
Vanguard S&P 500 ETF made up 0.07% of Blume Capital Management's portfolio in Q2 2026, its #96 holding.
Blume Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.