Cheviot Value Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Cheviot Value 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	$3.03M	Buy	5,079 +939	+23%	+$587K	0.3%	42
2025 Q4	$2.65M	Buy	4,140 +244	+6%	+$152K	0.26%	43
2025 Q3	$2.46M	Buy	3,896 +634	+19%	+$374K	0.26%	46
2025 Q2	$1.91M	Buy	3,262 +398	+14%	+$209K	0.22%	48
2025 Q1	$1.48M	Buy	+2,864	New	+$1.55M	0.18%	51
2024 Q3	–	Sell	-490	Closed	-$245K	–	69
2024 Q2	$245K	Buy	+490	New	+$236K	0.05%	63

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Cheviot Value Management's VOO Position: Q1 2026 in Review

Cheviot Value Management increased its Vanguard S&P 500 ETF (VOO) stake by 23% in Q1 2026, buying an estimated $587K and bringing the position to 5,079 shares worth $3.03M. The position accounts for 0.3% of the portfolio, ranked #42.

Cheviot Value Management first reported a position in VOO in Q2 2024 and has held it in 6 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Cheviot Value Management held 5,079 shares of Vanguard S&P 500 ETF worth $3.03M as of Q1 2026.
Cheviot Value Management bought 939 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $587K.
Vanguard S&P 500 ETF made up 0.3% of Cheviot Value Management's portfolio in Q1 2026, its #42 holding.
Cheviot Value Management first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 6 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.