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

Charter 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
Q1 		$4.87M Buy
8,150
+234
+3% +$146K 2.44% 7
2025
Q4 		$4.96M Buy
7,916
+313
+4% +$195K 2.56% 7
2025
Q3 		$4.66M Buy
7,603
+737
+11% +$434K 2.51% 7
2025
Q2 		$3.9M Buy
+6,866
New +$3.61M 2.29% 7

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Charter Capital Management's VOO Position: Q1 2026 in Review

Charter Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 3% in Q1 2026, buying an estimated $146K and bringing the position to 8,150 shares worth $4.87M. The position accounts for 2.44% of the portfolio, ranked #7.

Charter Capital Management first reported a position in VOO in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.96M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Charter Capital Management held 8,150 shares of Vanguard S&P 500 ETF worth $4.87M as of Q1 2026.
  • Charter Capital Management bought 234 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $146K.
  • Vanguard S&P 500 ETF made up 2.44% of Charter Capital Management's portfolio in Q1 2026, its #7 holding.
  • Charter Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • Charter Capital Management's Vanguard S&P 500 ETF position peaked at $4.96M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Charter Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.