Coastwise Capital Group
VOO icon

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
Q3 		$1.19M Sell
1,695
-120
-7% -$83.8K 0.7% 39
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Coastwise Capital Group's VOO Position: Q3 2026 in Review

Coastwise Capital Group reduced its Vanguard S&P 500 ETF (VOO) stake by 6.6% in Q3 2026, selling an estimated $83.8K and leaving 1,695 shares worth $1.19M. The position accounts for 0.7% of the portfolio, ranked #39.

Coastwise Capital Group first reported a position in VOO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.27M in Q4 2024. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Coastwise Capital Group held 1,695 shares of Vanguard S&P 500 ETF worth $1.19M as of Q3 2026.
  • Coastwise Capital Group sold 120 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $83.8K.
  • Vanguard S&P 500 ETF made up 0.7% of Coastwise Capital Group's portfolio in Q3 2026, its #39 holding.
  • Coastwise Capital Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • Coastwise Capital Group's Vanguard S&P 500 ETF position peaked at $1.27M in Q4 2024.
  • 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Coastwise Capital Group's 13F filing for Q3 2026, filed 12 Nov 2026.