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 Q3	$495K	Buy	706 +20	+3%	+$14K	0.08%	208
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Interchange Capital Partners's VOO Position: Q3 2026 in Review

Interchange Capital Partners increased its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q3 2026, buying an estimated $14K and bringing the position to 706 shares worth $495K. The position accounts for 0.08% of the portfolio, ranked #208.

Interchange Capital Partners first reported a position in VOO in Q4 2020 and has held it in 15 quarters since. The position peaked at $764K in Q4 2024. 1,880 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Interchange Capital Partners held 706 shares of Vanguard S&P 500 ETF worth $495K as of Q3 2026.
Interchange Capital Partners bought 20 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $14K.
Vanguard S&P 500 ETF made up 0.08% of Interchange Capital Partners's portfolio in Q3 2026, its #208 holding.
Interchange Capital Partners first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 15 quarters since.
Interchange Capital Partners's Vanguard S&P 500 ETF position peaked at $764K in Q4 2024.
1,880 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.