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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
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

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

Chesapeake Wealth Management's VOO Position: Q1 2026 in Review

Chesapeake Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.6% in Q1 2026, buying an estimated $44.4K and bringing the position to 1,602 shares worth $957K. The position accounts for 0.29% of the portfolio, ranked #79.

Chesapeake Wealth Management first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $976K in Q2 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Chesapeake Wealth Management held 1,602 shares of Vanguard S&P 500 ETF worth $957K as of Q1 2026.
  • Chesapeake Wealth Management bought 71 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $44.4K.
  • Vanguard S&P 500 ETF made up 0.29% of Chesapeake Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Chesapeake Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Chesapeake Wealth Management's Vanguard S&P 500 ETF position peaked at $976K in Q2 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.