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

Donaldson 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 		$11.2M Buy
18,796
+698
+4% +$437K 0.36% 44
2025
Q4 		$11.3M Sell
18,098
-327
-2% -$203K 0.36% 45
2025
Q3 		$11.3M Buy
18,425
+14,993
+437% +$8.84M 0.36% 47
2025
Q2 		$1.95M Sell
3,432
-252
-7% -$132K 0.07% 99
2025
Q1 		$1.89M Sell
3,684
-386
-9% -$209K 0.07% 105
2024
Q4 		$2.19M Buy
4,070
+675
+20% +$366K 0.08% 101
2024
Q3 		$1.79M Buy
3,395
+907
+36% +$461K 0.07% 112
2024
Q2 		$1.24M Buy
2,488
+1,075
+76% +$517K 0.05% 120
2024
Q1 		$679K Sell
1,413
-190
-12% -$87K 0.03% 143
2023
Q4 		$700K Buy
1,603
+524
+49% +$215K 0.03% 148
2023
Q3 		$424K Buy
1,079
+144
+15% +$58.9K 0.02% 167
2023
Q2 		$381K Buy
+935
New +$361K 0.02% 174
2023
Q1 		– Sell
-793
Closed -$279K – 231
2022
Q4 		$279K Sell
793
-621
-44% -$219K 0.01% 204
2022
Q3 		$464K Buy
1,414
+677
+92% +$247K 0.03% 154
2022
Q2 		$256K Sell
737
-947
-56% -$357K 0.01% 207
2022
Q1 		$699K Buy
1,684
+141
+9% +$57.7K 0.03% 151
2021
Q4 		$674K Buy
1,543
+435
+39% +$184K 0.03% 158
2021
Q3 		$437K Hold
1,108
– – 0.02% 188
2021
Q2 		$436K Sell
1,108
-11
-1% -$4.22K 0.02% 195
2021
Q1 		$408K Buy
1,119
+97
+9% +$34.4K 0.02% 195
2020
Q4 		$351K Buy
1,022
+192
+23% +$62.6K 0.02% 200
2020
Q3 		$255K Sell
830
-153
-16% -$46.6K 0.02% 204
2020
Q2 		$279K Buy
+983
New +$265K 0.02% 178

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Donaldson Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 3.9% in Q1 2026, buying an estimated $437K and bringing the position to 18,796 shares worth $11.2M. The position accounts for 0.36% of the portfolio, ranked #44.

Donaldson Capital Management first reported a position in VOO in Q2 2020 and has held it in 23 quarters since. The position peaked at $11.3M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Donaldson Capital Management held 18,796 shares of Vanguard S&P 500 ETF worth $11.2M as of Q1 2026.
  • Donaldson Capital Management bought 698 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $437K.
  • Vanguard S&P 500 ETF made up 0.36% of Donaldson Capital Management's portfolio in Q1 2026, its #44 holding.
  • Donaldson Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 23 quarters since.
  • Donaldson Capital Management's Vanguard S&P 500 ETF position peaked at $11.3M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.