Interchange Capital Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Interchange Capital Partners’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	$471K	Sell	686 -733	-52%	-$489K	0.09%	216
2026 Q1	$729K	Buy	1,419 +650	+85%	+$407K	0.23%	104
2025 Q4	$482K	Hold	769	–	–	0.09%	207
2025 Q3	$471K	Hold	769	–	–	0.09%	193
2025 Q2	$437K	Sell	769 -650	-46%	-$342K	0.1%	168
2025 Q1	$729K	Buy	1,419 +2	+0.1%	+$1.08K	0.2%	99
2024 Q4	$764K	Buy	1,417 +4	+0.3%	+$2.17K	0.28%	95
2024 Q3	$746K	Buy	1,413 +1	+0.1%	+$508	0.26%	97
2024 Q2	$706K	Buy	+1,412	New	+$679K	0.26%	99
2023 Q2	–	Sell	-1,404	Closed	-$528K	–	225
2023 Q1	$528K	Buy	+1,404	New	+$515K	0.29%	88
2021 Q4	–	Sell	-526	Closed	-$207K	–	196
2021 Q3	$207K	Buy	526 +1	+0.2%	+$406	0.35%	94
2021 Q2	$206K	Sell	525 -76	-13%	-$29.2K	0.32%	96
2021 Q1	$218K	Buy	601 +417	+227%	+$148K	0.12%	211
2020 Q4	$63K	Buy	+184	New	+$60K	0.03%	365

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

Interchange Capital Partners's VOO Position: Q2 2026 in Review

Interchange Capital Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 52% in Q2 2026, selling an estimated $489K and leaving 686 shares worth $471K. The position accounts for 0.09% of the portfolio, ranked #216.

Interchange Capital Partners first reported a position in VOO in Q4 2020 and has held it in 14 quarters since. The position peaked at $764K in Q4 2024. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Interchange Capital Partners held 686 shares of Vanguard S&P 500 ETF worth $471K as of Q2 2026.
Interchange Capital Partners sold 733 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $489K.
Vanguard S&P 500 ETF made up 0.09% of Interchange Capital Partners's portfolio in Q2 2026, its #216 holding.
Interchange Capital Partners first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 14 quarters since.
Interchange Capital Partners's Vanguard S&P 500 ETF position peaked at $764K in Q4 2024.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.