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

Elgethun 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 Q2	$653K	Buy	950 +5	+0.5%	+$3.33K	0.09%	93
2026 Q1	$565K	Buy	945 +2	+0.2%	+$1.25K	0.09%	87
2025 Q4	$592K	Hold	943	–	–	0.1%	82
2025 Q3	$577K	Buy	943 +556	+144%	+$328K	0.1%	80
2025 Q2	$220K	Buy	387 +2	+0.5%	+$1.05K	0.04%	120
2025 Q1	$198K	Buy	385 +25	+7%	+$13.5K	0.04%	125
2024 Q4	$194K	Buy	360 +77	+27%	+$41.7K	0.05%	118
2024 Q3	$149K	Buy	283 +1	+0.4%	+$508	0.04%	139
2024 Q2	$141K	Sell	282 -4	-1%	-$1.93K	0.04%	139
2024 Q1	$138K	Buy	286 +5	+2%	+$2.29K	0.03%	141
2023 Q4	$123K	Sell	281 -1	-0.4%	-$409	0.03%	142
2023 Q3	$111K	Hold	282	–	–	0.03%	140
2023 Q2	$115K	Buy	+282	New	+$109K	0.03%	143

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

Elgethun Capital Management's VOO Position: Q2 2026 in Review

Elgethun Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.53% in Q2 2026, buying an estimated $3.33K and bringing the position to 950 shares worth $653K. The position accounts for 0.09% of the portfolio, ranked #93.

Elgethun Capital Management first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Elgethun Capital Management held 950 shares of Vanguard S&P 500 ETF worth $653K as of Q2 2026.
Elgethun Capital Management bought 5 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33K.
Vanguard S&P 500 ETF made up 0.09% of Elgethun Capital Management's portfolio in Q2 2026, its #93 holding.
Elgethun Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.