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Matrix Private Capital Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Matrix Private Capital Group’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 		$291K Buy
423
+10
+2% +$6.67K 0.13% 75
2026
Q1 		$247K Buy
413
+227
+122% +$142K 0.12% 82
2025
Q4 		$116K Buy
186
+121
+186% +$75.2K 0.06% 103
2025
Q3 		$39.9K Sell
65
-120
-65% -$70.7K 0.02% 116
2025
Q2 		$106K Buy
185
+120
+185% +$63.1K 0.06% 102
2025
Q1 		$33.4K Hold
65
– – 0.02% 126
2024
Q4 		$35K Buy
65
+4
+7% +$2.17K 0.02% 137
2024
Q3 		$32.3K Hold
61
– – 0.02% 139
2024
Q2 		$30.6K Hold
61
– – 0.02% 137
2024
Q1 		$29.3K Buy
61
+31
+103% +$14.2K 0.02% 133
2023
Q4 		$13.1K Sell
30
-76
-72% -$31.1K 0.01% 139
2023
Q3 		$41.8K Buy
106
+34
+47% +$13.9K 0.03% 137
2023
Q2 		$29.5K Buy
72
+13
+22% +$5.01K 0.02% 151
2023
Q1 		$22K Sell
59
-1,739
-97% -$638K 0.02% 175
2022
Q4 		$632K Buy
1,798
+800
+80% +$283K 0.41% 56
2022
Q3 		$329K Buy
998
+493
+98% +$180K 0.22% 88
2022
Q2 		$176K Sell
505
-86
-15% -$32.4K 0.1% 165
2022
Q1 		$245K Buy
591
+21
+4% +$8.6K 0.12% 153
2021
Q4 		$249K Buy
570
+72
+14% +$30.4K 0.12% 158
2021
Q3 		$197K Hold
498
– – 0.1% 170
2021
Q2 		$197K Hold
498
– – 0.11% 172
2021
Q1 		$181K Sell
498
-85
-15% -$30.1K 0.11% 169
2020
Q4 		$200K Buy
583
+377
+183% +$123K 0.14% 155
2020
Q3 		$64K Hold
206
– – 0.07% 141
2020
Q2 		$59K Buy
206
+85
+70% +$22.9K 0.07% 138
2020
Q1 		$29K Hold
121
– – 0.04% 130
2019
Q4 		$36K Buy
+121
New +$34.2K 0.04% 169

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Matrix Private Capital Group's VOO Position: Q2 2026 in Review

Matrix Private Capital Group increased its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q2 2026, buying an estimated $6.67K and bringing the position to 423 shares worth $291K. The position accounts for 0.13% of the portfolio, ranked #75.

Matrix Private Capital Group first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. The position peaked at $632K in Q4 2022. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Matrix Private Capital Group held 423 shares of Vanguard S&P 500 ETF worth $291K as of Q2 2026.
  • Matrix Private Capital Group bought 10 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.67K.
  • Vanguard S&P 500 ETF made up 0.13% of Matrix Private Capital Group's portfolio in Q2 2026, its #75 holding.
  • Matrix Private Capital Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Matrix Private Capital Group's Vanguard S&P 500 ETF position peaked at $632K in Q4 2022.
  • 4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.