Chesapeake Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Chesapeake Wealth 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 Q2	$1.35M	Buy	1,972 +370	+23%	+$247K	0.38%	64
2026 Q1	$957K	Buy	1,602 +71	+5%	+$44.4K	0.29%	79
2025 Q4	$960K	Sell	1,531 -34	-2%	-$21.1K	0.29%	80
2025 Q3	$958K	Sell	1,565 -154	-9%	-$90.8K	0.29%	79
2025 Q2	$976K	Hold	1,719	–	–	0.33%	76
2025 Q1	$883K	Sell	1,719 -92	-5%	-$49.7K	0.32%	77
2024 Q4	$976K	Buy	1,811 +705	+64%	+$382K	0.33%	75
2024 Q3	$584K	Hold	1,106	–	–	0.2%	99
2024 Q2	$553K	Buy	1,106 +8	+0.7%	+$3.85K	0.2%	95
2024 Q1	$528K	Buy	1,098 +95	+9%	+$43.5K	0.19%	99
2023 Q4	$438K	Sell	1,003 -2	-0.2%	-$819	0.17%	109
2023 Q3	$395K	Hold	1,005	–	–	0.16%	109
2023 Q2	$409K	Hold	1,005	–	–	0.16%	109
2023 Q1	$378K	Hold	1,005	–	–	0.16%	113
2022 Q4	$353K	Sell	1,005 -10	-1%	-$3.53K	0.15%	117
2022 Q3	$333K	Hold	1,015	–	–	0.15%	121
2022 Q2	$352K	Hold	1,015	–	–	0.15%	131
2022 Q1	$421K	Hold	1,015	–	–	0.15%	129
2021 Q4	$443K	Sell	1,015 -2	-0.2%	-$844	0.15%	134
2021 Q3	$401K	Sell	1,017 -133	-12%	-$54K	0.14%	142
2021 Q2	$453K	Hold	1,150	–	–	0.15%	144
2021 Q1	$419K	Hold	1,150	–	–	0.14%	144
2020 Q4	$395K	Sell	1,150 -25	-2%	-$8.15K	0.13%	147
2020 Q3	$361K	Hold	1,175	–	–	0.13%	148
2020 Q2	$333K	Sell	1,175 -500	-30%	-$135K	0.13%	152
2020 Q1	$397K	Buy	1,675 +64	+4%	+$17.9K	0.18%	113
2019 Q4	$477K	Buy	+1,611	New	+$456K	0.18%	123

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

Chesapeake Wealth Management's VOO Position: Q2 2026 in Review

Chesapeake Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 23% in Q2 2026, buying an estimated $247K and bringing the position to 1,972 shares worth $1.35M. The position accounts for 0.38% of the portfolio, ranked #64.

Chesapeake Wealth Management first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Chesapeake Wealth Management held 1,972 shares of Vanguard S&P 500 ETF worth $1.35M as of Q2 2026.
Chesapeake Wealth Management bought 370 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $247K.
Vanguard S&P 500 ETF made up 0.38% of Chesapeake Wealth Management's portfolio in Q2 2026, its #64 holding.
Chesapeake Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.