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	3.49%	9
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	3.43%	9
2025 Q3	$55.5M	Buy	90,620 +4,483	+5%	+$2.64M	2.77%	11
2025 Q2	$48.9M	Buy	86,137 +63,265	+277%	+$33.2M	2.84%	11
2025 Q1	$11.8M	Sell	22,872 -15,156	-40%	-$8.19M	0.76%	19
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 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

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 3.49% of the portfolio, ranked #9.

Elm Partners Management first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 3,993 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 3.49% of Elm Partners Management's portfolio in Q2 2026, its #9 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.
3,993 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.