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Crumly & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Crumly & Associates’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 		$8.57M Buy
12,477
+350
+3% +$233K 1.64% 20
2026
Q1 		$7.25M Sell
12,127
-54
-0.4% -$33.8K 1.52% 21
2025
Q4 		$7.64M Hold
12,181
– – 1.6% 18
2025
Q3 		$7.46M Sell
12,181
-124
-1% -$73.1K 1.63% 19
2025
Q2 		$6.99M Sell
12,305
-6,835
-36% -$3.59M 1.7% 20
2025
Q1 		$9.84M Sell
19,140
-2,126
-10% -$1.15M 2.72% 7
2024
Q4 		$11.5M Buy
21,266
+8,995
+73% +$4.87M 3.12% 7
2024
Q3 		$6.48M Sell
12,271
-20
-0.2% -$10.2K 1.79% 18
2024
Q2 		$6.15M Sell
12,291
-14
-0.1% -$6.74K 1.77% 21
2024
Q1 		$5.92M Sell
12,305
-394
-3% -$180K 1.56% 26
2023
Q4 		$5.55M Sell
12,699
-17,575
-58% -$7.2M 1.61% 24
2023
Q3 		$11.9M Buy
30,274
+1,665
+6% +$681K 4.67% 2
2023
Q2 		$11.7M Sell
28,609
-2,305
-7% -$889K 4.67% 2
2023
Q1 		$11.6M Sell
30,914
-41,972
-58% -$15.4M 5.05% 2
2022
Q4 		$25.6M Buy
72,886
+63,807
+703% +$22.5M 9.66% 2
2022
Q3 		$2.98M Hold
9,079
– – 1.23% 24
2022
Q2 		$3.15M Sell
9,079
-1,668
-16% -$628K 1.31% 22
2022
Q1 		$4.46M Sell
10,747
-1,268
-11% -$519K 1.67% 20
2021
Q4 		$4.93M Sell
12,015
-1,249
-9% -$527K 1.95% 17
2021
Q3 		$5.23M Buy
13,264
+2,202
+20% +$893K 2.43% 14
2021
Q2 		$4.35M Sell
11,062
-444
-4% -$170K 2.11% 16
2021
Q1 		$4.19M Sell
11,506
-123
-1% -$43.6K 2.45% 15
2020
Q4 		$4.09M Sell
11,629
-2,152
-16% -$702K 2.87% 14
2020
Q3 		$4.24M Sell
13,781
-1,792
-12% -$546K 3.62% 10
2020
Q2 		$4.41M Sell
15,573
-2,285
-13% -$615K 4.14% 10
2020
Q1 		$4.23M Buy
+17,858
New +$5M 5.19% 8

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Crumly & Associates's VOO Position: Q2 2026 in Review

Crumly & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q2 2026, buying an estimated $233K and bringing the position to 12,477 shares worth $8.57M. The position accounts for 1.64% of the portfolio, ranked #20.

Crumly & Associates first reported a position in VOO in Q1 2020 and has held it in 26 quarters since. The position peaked at $25.6M in Q4 2022. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Crumly & Associates held 12,477 shares of Vanguard S&P 500 ETF worth $8.57M as of Q2 2026.
  • Crumly & Associates bought 350 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $233K.
  • Vanguard S&P 500 ETF made up 1.64% of Crumly & Associates's portfolio in Q2 2026, its #20 holding.
  • Crumly & Associates first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • Crumly & Associates's Vanguard S&P 500 ETF position peaked at $25.6M in Q4 2022.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.