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 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

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

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

Elgethun Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.21% in Q1 2026, buying an estimated $1.25K and bringing the position to 945 shares worth $565K. The position accounts for 0.09% of the portfolio, ranked #87.

Elgethun Capital Management first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. The position peaked at $592K in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Elgethun Capital Management held 945 shares of Vanguard S&P 500 ETF worth $565K as of Q1 2026.
Elgethun Capital Management bought 2 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.25K.
Vanguard S&P 500 ETF made up 0.09% of Elgethun Capital Management's portfolio in Q1 2026, its #87 holding.
Elgethun Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Elgethun Capital Management's Vanguard S&P 500 ETF position peaked at $592K in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Elgethun Capital Management's 13F filing for Q1 2026, filed 14 May 2026.