Dimension Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Dimension Capital 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	$1.17M	Sell	1,955 -80	-4%	-$50K	0.16%	49
2025 Q4	$1.28M	Sell	2,035 -121	-6%	-$75.2K	0.18%	50
2025 Q3	$1.32M	Sell	2,156 -301	-12%	-$177K	0.19%	53
2025 Q2	$1.4M	Buy	2,457 +892	+57%	+$469K	0.22%	46
2025 Q1	$804K	Hold	1,565	–	–	0.14%	51
2024 Q4	$843K	Hold	1,565	–	–	0.14%	49
2024 Q3	$826K	Hold	1,565	–	–	0.15%	51
2024 Q2	$783K	Hold	1,565	–	–	0.16%	51
2024 Q1	$752K	Hold	1,565	–	–	0.15%	53
2023 Q4	$684K	Buy	1,565 +32	+2%	+$13.1K	0.14%	53
2023 Q3	$602K	Sell	1,533 -32	-2%	-$13.1K	0.14%	41
2023 Q2	$637K	Hold	1,565	–	–	0.14%	47
2023 Q1	$589K	Hold	1,565	–	–	0.13%	50
2022 Q4	$550K	Buy	+1,565	New	+$553K	0.13%	52

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

Dimension Capital Management's VOO Position: Q1 2026 in Review

Dimension Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3.9% in Q1 2026, selling an estimated $50K and leaving 1,955 shares worth $1.17M. The position accounts for 0.16% of the portfolio, ranked #49.

Dimension Capital Management first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.4M in Q2 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Dimension Capital Management held 1,955 shares of Vanguard S&P 500 ETF worth $1.17M as of Q1 2026.
Dimension Capital Management sold 80 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $50K.
Vanguard S&P 500 ETF made up 0.16% of Dimension Capital Management's portfolio in Q1 2026, its #49 holding.
Dimension Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Dimension Capital Management's Vanguard S&P 500 ETF position peaked at $1.4M in Q2 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.