Mechanics Bank - Trust Department’s Vanguard S&P 500 ETF VOO Stock Holding History

Mechanics Bank - Trust Department’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	$6.38M	Buy	9,285 +2,764	+42%	+$1.84M	0.79%	39
2026 Q1	$3.9M	Hold	6,521	–	–	0.54%	51
2025 Q4	$4.09M	Sell	6,521 -25	-0.4%	-$15.5K	0.54%	48
2025 Q3	$4.01M	Sell	6,546 -8	-0.1%	-$4.72K	0.56%	44
2025 Q2	$3.72M	Buy	6,554 +149	+2%	+$78.3K	0.53%	49
2025 Q1	$3.29M	Sell	6,405 -540	-8%	-$292K	0.45%	63
2024 Q4	$3.74M	Buy	6,945 +960	+16%	+$520K	0.5%	53
2024 Q3	$3.16M	Buy	5,985 +841	+16%	+$427K	0.42%	61
2024 Q2	$2.57M	Hold	5,144	–	–	0.37%	68
2024 Q1	$2.47M	Buy	5,144 +4,180	+434%	+$1.91M	0.36%	72
2023 Q4	$421K	Buy	+964	New	+$395K	0.07%	146

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

Mechanics Bank - Trust Department's VOO Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its Vanguard S&P 500 ETF (VOO) stake by 42% in Q2 2026, buying an estimated $1.84M and bringing the position to 9,285 shares worth $6.38M. The position accounts for 0.79% of the portfolio, ranked #39.

Mechanics Bank - Trust Department first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Mechanics Bank - Trust Department held 9,285 shares of Vanguard S&P 500 ETF worth $6.38M as of Q2 2026.
Mechanics Bank - Trust Department bought 2,764 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.84M.
Vanguard S&P 500 ETF made up 0.79% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #39 holding.
Mechanics Bank - Trust Department first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.