Cape Cod Five Cents Savings Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

Cape Cod Five Cents Savings Bank’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 Q4	$1.47M	Hold	2,778	–	–	0.13%	99
2025 Q3	$1.47M	Hold	2,778	–	–	0.13%	99
2025 Q2	$1.47M	Hold	2,778	–	–	0.13%	99
2025 Q1	$1.47M	Hold	2,778	–	–	0.13%	99
2024 Q4	$1.47M	Hold	2,778	–	–	0.13%	99
2024 Q3	$1.47M	Sell	2,778 -10	-0.4%	-$5.08K	0.13%	99
2024 Q2	$1.39M	Sell	2,788 -93	-3%	-$44.8K	0.14%	101
2024 Q1	$1.38M	Sell	2,881 -89	-3%	-$40.7K	0.13%	101
2023 Q4	$1.3M	Sell	2,970 -3,458	-54%	-$1.42M	0.13%	103
2023 Q3	$2.52M	Buy	6,428 +3,198	+99%	+$1.31M	0.14%	102
2023 Q2	$1.32M	Sell	3,230 -57	-2%	-$22K	0.14%	105
2023 Q1	$1.24M	Sell	3,287 -405	-11%	-$149K	0.13%	103
2022 Q4	$1.3M	Sell	3,692 -211	-5%	-$74.5K	0.15%	102
2022 Q3	$1.28M	Sell	3,903 -373	-9%	-$136K	0.15%	103
2022 Q2	$1.48M	Sell	4,276 -268	-6%	-$101K	0.17%	102
2022 Q1	$1.89M	Buy	4,544 +777	+21%	+$318K	0.19%	93
2021 Q4	$1.65M	Buy	3,767 +117	+3%	+$49.4K	0.16%	95
2021 Q3	$1.44M	Sell	3,650 -51	-1%	-$20.7K	0.15%	97
2021 Q2	$1.46M	Sell	3,701 -113	-3%	-$43.4K	0.15%	96
2021 Q1	$1.39M	Buy	3,814 +62	+2%	+$22K	0.15%	97
2020 Q4	$1.29M	Buy	3,752 +42	+1%	+$13.7K	0.15%	100
2020 Q3	$1.14M	Sell	3,710 -294	-7%	-$89.6K	0.15%	97
2020 Q2	$1.14M	Buy	4,004 +1,420	+55%	+$382K	0.16%	93
2020 Q1	$612K	Buy	+2,584	New	+$724K	0.1%	107
2017 Q1	–	Sell	-2,950	Closed	-$606K	–	211
2016 Q4	$606K	Hold	2,950	–	–	0.11%	108
2016 Q3	$586K	Hold	2,950	–	–	0.11%	114
2016 Q2	$567K	Buy	2,950 +350	+13%	+$66.6K	0.1%	123
2016 Q1	$490K	Hold	2,600	–	–	0.09%	130
2015 Q4	$486K	Hold	2,600	–	–	0.09%	126
2015 Q3	$457K	Hold	2,600	–	–	0.09%	131
2015 Q2	$491K	Hold	2,600	–	–	0.09%	132
2015 Q1	$492K	Buy	+2,600	New	+$492K	0.09%	128

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cape Cod Five Cents Savings Bank's VOO Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank held its Vanguard S&P 500 ETF (VOO) position steady in Q4 2025 at 2,778 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #99.

Cape Cod Five Cents Savings Bank first reported a position in VOO in Q1 2015 and has held it in 32 quarters since. The position peaked at $2.52M in Q3 2023. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

Cape Cod Five Cents Savings Bank held 2,778 shares of Vanguard S&P 500 ETF worth $1.47M as of Q4 2025.
Cape Cod Five Cents Savings Bank left its Vanguard S&P 500 ETF share count unchanged in Q4 2025.
Vanguard S&P 500 ETF made up 0.13% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #99 holding.
Cape Cod Five Cents Savings Bank first reported a position in Vanguard S&P 500 ETF in Q1 2015 and has held it in 32 quarters since.
Cape Cod Five Cents Savings Bank's Vanguard S&P 500 ETF position peaked at $2.52M in Q3 2023.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.