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Chatterton & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Chatterton & Associates’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 		$778K Buy
1,126
+160
+17% +$107K 0.46% 42
2026
Q1 		$604K Buy
966
+396
+69% +$248K 0.42% 52
2025
Q4 		$357K Buy
+570
New +$354K 0.31% 56

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FI
FJ Investments Salt Lake City, Utah $1.84B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Chatterton & Associates's VOO Position: Q2 2026 in Review

Chatterton & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q2 2026, buying an estimated $107K and bringing the position to 1,126 shares worth $778K. The position accounts for 0.46% of the portfolio, ranked #42.

Chatterton & Associates first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 2,624 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Chatterton & Associates held 1,126 shares of Vanguard S&P 500 ETF worth $778K as of Q2 2026.
  • Chatterton & Associates bought 160 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $107K.
  • Vanguard S&P 500 ETF made up 0.46% of Chatterton & Associates's portfolio in Q2 2026, its #42 holding.
  • Chatterton & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.