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 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

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

Graham Capital Wealth Management's VOO Position: Q1 2026 in Review

Graham Capital Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q1 2026, buying an estimated $66.9K and bringing the position to 787 shares worth $470K. The position accounts for 0.42% of the portfolio, ranked #39.

Graham Capital Wealth Management first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. 3,834 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Graham Capital Wealth Management held 787 shares of Vanguard S&P 500 ETF worth $470K as of Q1 2026.
Graham Capital Wealth Management bought 107 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $66.9K.
Vanguard S&P 500 ETF made up 0.42% of Graham Capital Wealth Management's portfolio in Q1 2026, its #39 holding.
Graham Capital Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
3,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Graham Capital Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.