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

BTC 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	$17M	Sell	24,772 -278	-1%	-$185K	1.03%	25
2026 Q1	$15M	Buy	25,050 +5,528	+28%	+$3.46M	1.01%	27
2025 Q4	$12.4M	Hold	19,522	–	–	0.87%	30
2025 Q3	$12M	Sell	19,522 -48	-0.2%	-$28.3K	0.83%	36
2025 Q2	$11.1M	Buy	19,570 +48	+0.2%	+$25.2K	0.91%	29
2025 Q1	$10M	Buy	19,522 +11,022	+130%	+$5.96M	0.92%	33
2024 Q4	$4.58M	Hold	8,500	–	–	0.42%	69
2024 Q3	$4.49M	Hold	8,500	–	–	0.4%	76
2024 Q2	$4.25M	Hold	8,500	–	–	0.39%	75
2024 Q1	$4.09M	Buy	+8,500	New	+$3.89M	0.37%	83
2023 Q3	$3.34M	Hold	8,500	–	–	0.39%	84
2023 Q2	$3.46M	Sell	8,500 -17,628	-67%	-$6.8M	0.37%	90
2023 Q1	$9.83M	Buy	26,128 +13,336	+104%	+$4.89M	1.13%	24
2022 Q4	$4M	Buy	12,792 +4,292	+50%	+$1.52M	0.48%	74
2022 Q3	$2.79M	Hold	8,500	–	–	0.36%	89
2022 Q2	$2.95M	Sell	8,500 -4	-0%	-$1.51K	0.36%	89
2022 Q1	$3.53M	Buy	8,504 +4	+0%	+$1.64K	0.35%	86
2021 Q4	$3.71M	Hold	8,500	–	–	0.37%	84
2021 Q3	$3.35M	Buy	+8,500	New	+$3.45M	0.38%	87

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

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

BTC Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2026, selling an estimated $185K and leaving 24,772 shares worth $17M. The position accounts for 1.03% of the portfolio, ranked #25.

BTC Capital Management first reported a position in VOO in Q3 2021 and has held it in 19 quarters since. 2,096 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

BTC Capital Management held 24,772 shares of Vanguard S&P 500 ETF worth $17M as of Q2 2026.
BTC Capital Management sold 278 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $185K.
Vanguard S&P 500 ETF made up 1.03% of BTC Capital Management's portfolio in Q2 2026, its #25 holding.
BTC Capital Management first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
2,096 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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