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Curbstone Financial Management Corp’s Vanguard S&P 500 ETF VOO Stock Holding History

Curbstone Financial Management Corp’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 		$17.9M Buy
26,032
+60
+0.2% +$40K 3.05% 6
2026
Q1 		$15.5M Sell
25,972
-480
-2% -$300K 2.97% 6
2025
Q4 		$16.6M Sell
26,452
-1,918
-7% -$1.19M 3.17% 6
2025
Q3 		$17.4M Sell
28,370
-50
-0.2% -$29.5K 3.34% 4
2025
Q2 		$16.1M Hold
28,420
– – 3.31% 4
2025
Q1 		$14.6M Sell
28,420
-320
-1% -$173K 3.08% 5
2024
Q4 		$15.5M Sell
28,740
-1,700
-6% -$921K 3.28% 5
2024
Q3 		$16.1M Buy
30,440
+500
+2% +$254K 3.44% 5
2024
Q2 		$15M Buy
29,940
+100
+0.3% +$48.1K 3.25% 5
2024
Q1 		$14.3M Buy
29,840
+300
+1% +$137K 3.1% 6
2023
Q4 		$12.9M Buy
29,540
+1,150
+4% +$471K 2.93% 7
2023
Q3 		$11.1M Buy
28,390
+350
+1% +$143K 2.76% 7
2023
Q2 		$11.4M Sell
28,040
-550
-2% -$212K 2.72% 7
2023
Q1 		$10.8M Hold
28,590
– – 2.62% 7
2022
Q4 		$10M Buy
28,590
+170
+0.6% +$60.1K 2.51% 7
2022
Q3 		$9.33M Buy
28,420
+1,300
+5% +$475K 2.32% 9
2022
Q2 		$9.41M Buy
27,120
+100
+0.4% +$37.7K 2.19% 9
2022
Q1 		$11.2M Hold
27,020
– – 2.07% 10
2021
Q4 		$11.8M Buy
27,020
+200
+0.7% +$84.4K 2.09% 9
2021
Q3 		$10.6M Buy
26,820
+1,800
+7% +$730K 1.99% 11
2021
Q2 		$9.85M Buy
25,020
+100
+0.4% +$38.4K 1.85% 12
2021
Q1 		$9.08M Sell
24,920
-1,720
-6% -$610K 1.81% 13
2020
Q4 		$9.16M Buy
26,640
+250
+0.9% +$81.5K 1.91% 12
2020
Q3 		$8.12M Buy
26,390
+700
+3% +$213K 1.94% 12
2020
Q2 		$7.28M Buy
25,690
+2,290
+10% +$616K 1.89% 12
2020
Q1 		$5.54M Hold
23,400
– – 1.67% 14
2019
Q4 		$6.92M Buy
23,400
+380
+2% +$107K 1.65% 13
2019
Q3 		$6.28M Hold
23,020
– – 1.61% 14
2019
Q2 		$6.2M Hold
23,020
– – 1.63% 13
2019
Q1 		$5.97M Hold
23,020
– – 1.63% 12
2018
Q4 		$5.29M Hold
23,020
– – 1.58% 13
2018
Q3 		$6.15M Sell
23,020
-130
-0.6% -$34K 1.61% 12
2018
Q2 		$5.78M Hold
23,150
– – 1.6% 12
2018
Q1 		$5.6M Buy
23,150
+11,575
+100% +$2.9M 1.59% 11
2017
Q4 		$2.84M Sell
11,575
-10,725
-48% -$2.56M 1.57% 11
2017
Q3 		$5.15M Buy
22,300
+11,400
+105% +$2.58M 1.49% 14
2017
Q2 		$2.42M Hold
10,900
– – 1.45% 14
2017
Q1 		$2.36M Hold
10,900
– – 1.45% 12
2016
Q4 		$2.24M Sell
10,900
-10,900
-50% -$2.19M 1.41% 12
2016
Q3 		$4.33M Hold
21,800
– – 1.39% 13
2016
Q2 		$4.19M Sell
21,800
-2,280
-9% -$434K 1.4% 13
2016
Q1 		$4.54M Buy
24,080
+2,180
+10% +$390K 1.53% 11
2015
Q4 		$4.09M Buy
21,900
+20,265
+1,239% +$3.82M 1.4% 13
2015
Q3 		$287K Buy
+1,635
New +$304K 0.21% 121

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

Curbstone Financial Management Corp's VOO Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its Vanguard S&P 500 ETF (VOO) stake by 0.23% in Q2 2026, buying an estimated $40K and bringing the position to 26,032 shares worth $17.9M. The position accounts for 3.05% of the portfolio, ranked #6.

Curbstone Financial Management Corp first reported a position in VOO in Q3 2015 and has held it in 44 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Curbstone Financial Management Corp held 26,032 shares of Vanguard S&P 500 ETF worth $17.9M as of Q2 2026.
  • Curbstone Financial Management Corp bought 60 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $40K.
  • Vanguard S&P 500 ETF made up 3.05% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #6 holding.
  • Curbstone Financial Management Corp first reported a position in Vanguard S&P 500 ETF in Q3 2015 and has held it in 44 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.