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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Matrix Private Capital Group's VOO Position: Q1 2026 in Review

Matrix Private Capital Group increased its Vanguard S&P 500 ETF (VOO) stake by 122% in Q1 2026, buying an estimated $142K and bringing the position to 413 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #82.

Matrix Private Capital Group first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $632K in Q4 2022. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Matrix Private Capital Group held 413 shares of Vanguard S&P 500 ETF worth $247K as of Q1 2026.
  • Matrix Private Capital Group bought 227 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $142K.
  • Vanguard S&P 500 ETF made up 0.12% of Matrix Private Capital Group's portfolio in Q1 2026, its #82 holding.
  • Matrix Private Capital Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Matrix Private Capital Group's Vanguard S&P 500 ETF position peaked at $632K in Q4 2022.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.