Chapin Davis’s Vanguard S&P 500 ETF VOO Stock Holding History

Chapin Davis’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	$1.52M	Buy	2,212 +1	+0%	+$667	0.27%	66
2026 Q1	$1.32M	Sell	2,211 -153	-6%	-$95.7K	0.29%	70
2025 Q4	$1.48M	Buy	2,364 +1	+0%	+$621	0.35%	65
2025 Q3	$1.45M	Hold	2,363	–	–	0.36%	64
2025 Q2	$1.34M	Buy	2,363 +1	+0%	+$526	0.37%	64
2025 Q1	$1.21M	Buy	2,362 +247	+12%	+$134K	0.41%	57
2024 Q4	$1.12M	Hold	2,115	–	–	0.36%	67
2024 Q3	$1.12M	Buy	2,115 +46	+2%	+$23.4K	0.36%	68
2024 Q2	$1.03M	Buy	2,069 +342	+20%	+$165K	0.35%	66
2024 Q1	$830K	Buy	1,727 +177	+11%	+$81K	0.3%	82
2023 Q4	$677K	Buy	1,550 +1	+0.1%	+$409	0.29%	90
2023 Q3	$608K	Buy	1,549 +424	+38%	+$173K	0.29%	85
2023 Q2	$459K	Sell	1,125 -100	-8%	-$38.6K	0.22%	120
2023 Q1	$461K	Hold	1,225	–	–	0.24%	114
2022 Q4	$431K	Buy	+1,225	New	+$433K	0.25%	105

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

Chapin Davis's VOO Position: Q2 2026 in Review

Chapin Davis increased its Vanguard S&P 500 ETF (VOO) stake by 0.05% in Q2 2026, buying an estimated $667 and bringing the position to 2,212 shares worth $1.52M. The position accounts for 0.27% of the portfolio, ranked #66.

Chapin Davis first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Chapin Davis held 2,212 shares of Vanguard S&P 500 ETF worth $1.52M as of Q2 2026.
Chapin Davis bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.27% of Chapin Davis's portfolio in Q2 2026, its #66 holding.
Chapin Davis first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.