Greenwood Capital Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Greenwood Capital Associates’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	$282K	Sell	411 -2,200	-84%	-$1.47M	0.03%	271
2026 Q1	$1.56M	Buy	+2,611	New	+$1.63M	0.17%	118
2017 Q3	–	Sell	-2,295	Closed	-$510K	–	225
2017 Q2	$510K	Buy	+2,295	New	+$505K	0.13%	105

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 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Greenwood Capital Associates's VOO Position: Q2 2026 in Review

Greenwood Capital Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 84% in Q2 2026, selling an estimated $1.47M and leaving 411 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #271.

Greenwood Capital Associates first reported a position in VOO in Q2 2017 and has held it in 3 quarters since. The position peaked at $1.56M in Q1 2026. 4,021 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Greenwood Capital Associates held 411 shares of Vanguard S&P 500 ETF worth $282K as of Q2 2026.
Greenwood Capital Associates sold 2,200 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.47M.
Vanguard S&P 500 ETF made up 0.03% of Greenwood Capital Associates's portfolio in Q2 2026, its #271 holding.
Greenwood Capital Associates first reported a position in Vanguard S&P 500 ETF in Q2 2017 and has held it in 3 quarters since.
Greenwood Capital Associates's Vanguard S&P 500 ETF position peaked at $1.56M in Q1 2026.
4,021 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.