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
2025 Q1	–	Sell	-18,108	Closed	-$9.76M	–	362
2024 Q4	$9.76M	Sell	18,108 -3,784	-17%	-$2.05M	1.32%	22
2024 Q3	$11.6M	Sell	21,892 -37	-0.2%	-$18.8K	1.51%	18
2024 Q2	$11M	Buy	+21,929	New	+$10.6M	1.45%	16
2024 Q1	–	Sell	-16,810	Closed	-$7.34M	–	379
2023 Q4	$7.34M	Buy	+16,810	New	+$6.88M	1.08%	26

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

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

Genus Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q1 2026, buying an estimated $619K and bringing the position to 9,406 shares worth $5.62M. The position accounts for 0.64% of the portfolio, ranked #50.

Genus Capital Management first reported a position in VOO in Q2 2023 and has held it in 8 quarters since. The position peaked at $10.7M in Q1 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Genus Capital Management held 9,406 shares of Vanguard S&P 500 ETF worth $5.62M as of Q1 2026.
Genus Capital Management bought 990 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $619K.
Vanguard S&P 500 ETF made up 0.64% of Genus Capital Management's portfolio in Q1 2026, its #50 holding.
Genus Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 8 quarters since.
Genus Capital Management's Vanguard S&P 500 ETF position peaked at $10.7M in Q1 2024.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Genus Capital Management's 13F filing for Q1 2026, filed 4 May 2026.