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

Graham Capital Wealth 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	$625K	Buy	910 +123	+16%	+$82K	0.48%	41
2026 Q1	$470K	Buy	787 +107	+16%	+$66.9K	0.42%	39
2025 Q4	$426K	Buy	680 +26	+4%	+$16.2K	0.39%	45
2025 Q3	$400K	Buy	654 +35	+6%	+$20.6K	0.41%	53
2025 Q2	$352K	Sell	619 -145	-19%	-$76.2K	0.39%	51
2025 Q1	$393K	Sell	764 -75	-9%	-$40.5K	0.42%	48
2024 Q4	$452K	Buy	839 +353	+73%	+$191K	0.39%	47
2024 Q3	$256K	Buy	486 +31	+7%	+$15.8K	0.26%	47
2024 Q2	$237K	Hold	455	–	–	0.32%	39
2024 Q1	$219K	Buy	+455	New	+$208K	0.37%	36

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

Graham Capital Wealth Management's VOO Position: Q2 2026 in Review

Graham Capital Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, buying an estimated $82K and bringing the position to 910 shares worth $625K. The position accounts for 0.48% of the portfolio, ranked #41.

Graham Capital Wealth Management first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Graham Capital Wealth Management held 910 shares of Vanguard S&P 500 ETF worth $625K as of Q2 2026.
Graham Capital Wealth Management bought 123 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $82K.
Vanguard S&P 500 ETF made up 0.48% of Graham Capital Wealth Management's portfolio in Q2 2026, its #41 holding.
Graham Capital Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.