EPM
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Elm Partners Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Elm Partners 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 		$97.2M Buy
141,560
+34,808
+33% +$23.2M 2.89% 10
2026
Q1 		$62M Sell
106,752
-13,682
-11% -$8.56M 2.69% 11
2025
Q4 		$75.5M Buy
120,434
+29,814
+33% +$18.5M 2.8% 11
2025
Q3 		$55.5M Buy
90,620
+2,859
+3% +$1.69M 2.24% 13
2025
Q2 		$49.9M Buy
87,761
+58,129
+196% +$30.5M 2.33% 13
2025
Q1 		$15.2M Sell
29,632
-8,396
-22% -$4.54M 0.78% 20
2024
Q4 		$20.5M Buy
38,028
+8,141
+27% +$4.41M 1.4% 15
2024
Q3 		$15.8M Sell
29,887
-775
-3% -$394K 1.13% 18
2024
Q2 		$15.3M Buy
30,662
+161
+0.5% +$77.5K 1.18% 18
2024
Q1 		$14.7M Buy
30,501
+857
+3% +$392K 1.16% 17
2023
Q4 		$12.9M Buy
29,644
+1,133
+4% +$464K 1.18% 21
2023
Q3 		$11.2M Hold
28,511
– – 1.16% 18
2023
Q2 		$11.6M Sell
28,511
-178
-0.6% -$68.7K 1.17% 19
2023
Q1 		$10.8M Sell
28,689
-868
-3% -$318K 1.13% 17
2022
Q4 		$10.4M Sell
29,557
-9,874
-25% -$3.49M 1.2% 16
2022
Q3 		$12.9M Sell
39,431
-14,604
-27% -$5.33M 1.75% 13
2022
Q2 		$18.7M Sell
54,035
-8,801
-14% -$3.32M 2.44% 11
2022
Q1 		$26.1M Sell
62,836
-2,731
-4% -$1.12M 3.3% 10
2021
Q4 		$28.6M Sell
65,567
-80
-0.1% -$33.8K 3.53% 10
2021
Q3 		$25.9M Buy
65,647
+1
+0% +$406 3.46% 10
2021
Q2 		$25.8M Sell
65,646
-976
-1% -$375K 3.4% 10
2021
Q1 		$24.3M Sell
66,622
-273
-0.4% -$96.8K 3.45% 10
2020
Q4 		$23M Sell
66,895
-3,479
-5% -$1.13M 3.44% 9
2020
Q3 		$21.7M Sell
70,374
-4,856
-6% -$1.48M 3.64% 9
2020
Q2 		$21.3M Sell
75,230
-4,200
-5% -$1.13M 3.81% 10
2020
Q1 		$18.8M Sell
79,430
-9,855
-11% -$2.76M 4.14% 11
2019
Q4 		$24.3M Sell
89,285
-1,245
-1% -$352K 5.33% 6
2019
Q3 		$24.7M Buy
90,530
+40,855
+82% +$11.1M 5.59% 5
2019
Q2 		$13.4M Sell
49,675
-12,297
-20% -$3.25M 2.99% 11
2019
Q1 		$16.1M Buy
61,972
+51,821
+511% +$12.9M 4.31% 9
2018
Q4 		$2.31M Buy
+10,151
New +$2.51M 0.8% 20

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Elm Partners Management's VOO Position: Q2 2026 in Review

Elm Partners Management increased its Vanguard S&P 500 ETF (VOO) stake by 33% in Q2 2026, buying an estimated $23.2M and bringing the position to 141,560 shares worth $97.2M. The position accounts for 2.89% of the portfolio, ranked #10.

Elm Partners Management first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Elm Partners Management held 141,560 shares of Vanguard S&P 500 ETF worth $97.2M as of Q2 2026.
  • Elm Partners Management bought 34,808 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $23.2M.
  • Vanguard S&P 500 ETF made up 2.89% of Elm Partners Management's portfolio in Q2 2026, its #10 holding.
  • Elm Partners Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.