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

Generation 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	$6.12M	Sell	10,239 -575	-5%	-$360K	4.47%	6
2025 Q4	$6.78M	Buy	10,814 +947	+10%	+$589K	4.4%	5
2025 Q3	$6.04M	Buy	9,867 +476	+5%	+$281K	4.38%	6
2025 Q2	$5.33M	Buy	9,391 +97	+1%	+$51K	4.22%	4
2025 Q1	$4.78M	Buy	9,294 +529	+6%	+$286K	4.3%	5
2024 Q4	$4.72M	Buy	+8,765	New	+$4.75M	4.05%	6

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 $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Generation Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 5.3% in Q1 2026, selling an estimated $360K and leaving 10,239 shares worth $6.12M. The position accounts for 4.47% of the portfolio, ranked #6.

Generation Capital Management first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.78M in Q4 2025. 3,842 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Generation Capital Management held 10,239 shares of Vanguard S&P 500 ETF worth $6.12M as of Q1 2026.
Generation Capital Management sold 575 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $360K.
Vanguard S&P 500 ETF made up 4.47% of Generation Capital Management's portfolio in Q1 2026, its #6 holding.
Generation Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Generation Capital Management's Vanguard S&P 500 ETF position peaked at $6.78M in Q4 2025.
3,842 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.