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

Genus 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	$5.35M	Sell	7,792 -1,614	-17%	-$1.08M	0.53%	60
2026 Q1	$5.62M	Buy	9,406 +990	+12%	+$619K	0.64%	50
2025 Q4	$5.28M	Sell	8,416 -4,235	-33%	-$2.63M	0.61%	53
2025 Q3	$7.75M	Hold	12,651	–	–	0.9%	33
2025 Q2	$7.19M	Sell	12,651 -51	-0.4%	-$26.8K	0.92%	32
2025 Q1	$6.53M	Buy	+12,702	New	+$6.87M	0.95%	35
2024 Q2	–	Sell	-22,288	Closed	-$10.7M	–	382
2024 Q1	$10.7M	Buy	+22,288	New	+$10.2M	1.39%	15
2023 Q4	–	Sell	-10,834	Closed	-$4.44M	–	357
2023 Q3	$4.25M	Buy	10,834 +1,700	+19%	+$695K	0.67%	49
2023 Q2	$3.72M	Buy	+9,134	New	+$3.52M	0.55%	59

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

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

Genus Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 17% in Q2 2026, selling an estimated $1.08M and leaving 7,792 shares worth $5.35M. The position accounts for 0.53% of the portfolio, ranked #60.

Genus Capital Management first reported a position in VOO in Q2 2023 and has held it in 9 quarters since. The position peaked at $10.7M in Q1 2024. 4,014 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Genus Capital Management held 7,792 shares of Vanguard S&P 500 ETF worth $5.35M as of Q2 2026.
Genus Capital Management sold 1,614 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.08M.
Vanguard S&P 500 ETF made up 0.53% of Genus Capital Management's portfolio in Q2 2026, its #60 holding.
Genus Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 9 quarters since.
Genus Capital Management's Vanguard S&P 500 ETF position peaked at $10.7M in Q1 2024.
4,014 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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