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

EdgeRock Capital’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	$7.91M	Sell	11,523 -663	-5%	-$442K	1.79%	14
2026 Q1	$7.28M	Sell	12,186 -1,326	-10%	-$829K	1.97%	12
2025 Q4	$8.47M	Sell	13,512 -2,051	-13%	-$1.27M	2.26%	11
2025 Q3	$9.53M	Sell	15,563 -3,522	-18%	-$2.08M	2.65%	10
2025 Q2	$10.8M	Buy	+19,085	New	+$10M	3.43%	9
2023 Q4	–	Sell	-18,400	Closed	-$7.25M	–	351
2023 Q3	$7.25M	Buy	18,400 +2,078	+13%	+$850K	4.41%	6
2023 Q2	$6.67M	Sell	16,322 -2,023	-11%	-$780K	3.23%	8
2023 Q1	$6.9M	Sell	18,345 -579	-3%	-$212K	3.54%	9
2022 Q4	$6.65M	Sell	18,924 -108,279	-85%	-$38.3M	3.71%	9
2022 Q3	$41.8M	Buy	127,203 +25,303	+25%	+$9.24M	23.78%	1
2022 Q2	$35.3M	Buy	+101,900	New	+$38.4M	24.2%	1

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

EdgeRock Capital's VOO Position: Q2 2026 in Review

EdgeRock Capital reduced its Vanguard S&P 500 ETF (VOO) stake by 5.4% in Q2 2026, selling an estimated $442K and leaving 11,523 shares worth $7.91M. The position accounts for 1.79% of the portfolio, ranked #14.

EdgeRock Capital first reported a position in VOO in Q2 2022 and has held it in 11 quarters since. The position peaked at $41.8M in Q3 2022. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

EdgeRock Capital held 11,523 shares of Vanguard S&P 500 ETF worth $7.91M as of Q2 2026.
EdgeRock Capital sold 663 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $442K.
Vanguard S&P 500 ETF made up 1.79% of EdgeRock Capital's portfolio in Q2 2026, its #14 holding.
EdgeRock Capital first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 11 quarters since.
EdgeRock Capital's Vanguard S&P 500 ETF position peaked at $41.8M in Q3 2022.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.