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Coastwise Capital Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Coastwise Capital Group’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 		$1.25M Buy
1,815
+144
+9% +$96K 0.72% 38
2026
Q1 		$999K Buy
1,671
+83
+5% +$51.9K 0.55% 42
2025
Q4 		$996K Sell
1,588
-35
-2% -$21.8K 0.5% 44
2025
Q3 		$994K Buy
1,623
+337
+26% +$199K 0.7% 38
2025
Q2 		$730K Buy
1,286
+20
+2% +$10.5K 0.58% 47
2025
Q1 		$651K Sell
1,266
-1,097
-46% -$593K 0.55% 50
2024
Q4 		$1.27M Buy
2,363
+52
+2% +$28.2K 1.02% 27
2024
Q3 		$1.22M Buy
2,311
+296
+15% +$150K 1% 27
2024
Q2 		$1.01M Sell
2,015
-100
-5% -$48.1K 0.96% 28
2024
Q1 		$1.02M Sell
2,115
-98
-4% -$44.9K 0.94% 31
2023
Q4 		$966K Sell
2,213
-2
-0.1% -$819 0.99% 29
2023
Q3 		$870K Buy
2,215
+1,278
+136% +$523K 1% 30
2023
Q2 		$382K Hold
937
– – 0.43% 65
2023
Q1 		$353K Sell
937
-28
-3% -$10.3K 0.4% 70
2022
Q4 		$339K Buy
+965
New +$341K 0.4% 72

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Coastwise Capital Group's VOO Position: Q2 2026 in Review

Coastwise Capital Group increased its Vanguard S&P 500 ETF (VOO) stake by 8.6% in Q2 2026, buying an estimated $96K and bringing the position to 1,815 shares worth $1.25M. The position accounts for 0.72% of the portfolio, ranked #38.

Coastwise Capital Group first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q4 2024. 935 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Coastwise Capital Group held 1,815 shares of Vanguard S&P 500 ETF worth $1.25M as of Q2 2026.
  • Coastwise Capital Group bought 144 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $96K.
  • Vanguard S&P 500 ETF made up 0.72% of Coastwise Capital Group's portfolio in Q2 2026, its #38 holding.
  • Coastwise Capital Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Coastwise Capital Group's Vanguard S&P 500 ETF position peaked at $1.27M in Q4 2024.
  • 935 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.