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

Caldwell Sutter 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
2026 Q2	$530K	Sell	771 -15	-2%	-$10K	0.2%	123
2026 Q1	$470K	Sell	786 -40	-5%	-$25K	0.19%	127
2025 Q4	$518K	Sell	826 -129	-14%	-$80.2K	0.22%	116
2025 Q3	$585K	Buy	955 +45	+5%	+$26.5K	0.25%	102
2025 Q2	$517K	Sell	910 -269	-23%	-$141K	0.24%	110
2025 Q1	$606K	Buy	1,179 +577	+96%	+$312K	0.29%	95
2024 Q4	$324K	Sell	602 -41	-6%	-$22.2K	0.15%	147
2024 Q3	$339K	Sell	643 -128	-17%	-$65.1K	0.16%	142
2024 Q2	$386K	Hold	771	–	–	0.19%	128
2024 Q1	$371K	Hold	771	–	–	0.18%	134
2023 Q4	$337K	Hold	771	–	–	0.17%	131
2023 Q3	$303K	Hold	771	–	–	0.17%	134
2023 Q2	$314K	Buy	771 +449	+139%	+$173K	0.16%	133
2023 Q1	$121K	Buy	322 +287	+820%	+$105K	0.09%	172
2022 Q4	$12.3K	Buy	+35	New	+$12.4K	0.01%	247

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

Caldwell Sutter Capital's VOO Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q2 2026, selling an estimated $10K and leaving 771 shares worth $530K. The position accounts for 0.2% of the portfolio, ranked #123.

Caldwell Sutter Capital first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $606K in Q1 2025. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Caldwell Sutter Capital held 771 shares of Vanguard S&P 500 ETF worth $530K as of Q2 2026.
Caldwell Sutter Capital sold 15 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $10K.
Vanguard S&P 500 ETF made up 0.2% of Caldwell Sutter Capital's portfolio in Q2 2026, its #123 holding.
Caldwell Sutter Capital first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Vanguard S&P 500 ETF position peaked at $606K in Q1 2025.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.