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

Marathon Capital 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	–	Sell	-336	Closed	-$200K	–	197
2026 Q1	$200K	Sell	336 -24	-7%	-$15K	0.05%	158
2025 Q4	$226K	Sell	360 -5	-1%	-$3.11K	0.05%	148
2025 Q3	$224K	Sell	365 -65	-15%	-$38.3K	0.05%	140
2025 Q2	$244K	Buy	+430	New	+$226K	0.06%	134

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

Marathon Capital Management's VOO Position: Q2 2026 in Review

Marathon Capital Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 336 shares — an estimated $200K sold.

Marathon Capital Management first reported a position in VOO in Q2 2025 and held it in 4 quarters. The position peaked at $244K in Q2 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Marathon Capital Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Marathon Capital Management sold 336 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $200K.
Marathon Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2025 and held it in 4 quarters.
Marathon Capital Management's Vanguard S&P 500 ETF position peaked at $244K in Q2 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.