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

Mendel 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	$15.2M	Sell	22,115 -127	-0.6%	-$84.7K	6.84%	4
2026 Q1	$13.3M	Buy	+22,242	New	+$13.9M	6.68%	4
2025 Q3	$13.5M	Buy	22,056 +794	+4%	+$468K	7.08%	3
2025 Q2	$12.1M	Buy	21,262 +118	+0.6%	+$62K	6.89%	5
2025 Q1	$10.9M	Buy	21,144 +953	+5%	+$515K	6.58%	5
2024 Q4	$10.9M	Buy	20,191 +4,716	+30%	+$2.55M	6.6%	5
2024 Q3	$8.17M	Buy	15,475 +1,778	+13%	+$904K	5.01%	5
2024 Q2	$6.85M	Buy	13,697 +209	+2%	+$101K	4.43%	5
2024 Q1	$6.48M	Buy	13,488 +276	+2%	+$126K	4.29%	5
2023 Q4	$5.77M	Buy	13,212 +2,932	+29%	+$1.2M	4.15%	5
2023 Q3	$4.04M	Buy	10,280 +3,100	+43%	+$1.27M	3.31%	7
2023 Q2	$2.92M	Buy	7,180 +6,576	+1,089%	+$2.54M	2.34%	8
2023 Q1	$227K	Buy	+604	New	+$222K	0.21%	77

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Mendel Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.57% in Q2 2026, selling an estimated $84.7K and leaving 22,115 shares worth $15.2M. The position accounts for 6.84% of the portfolio, ranked #4.

Mendel Capital Management first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Mendel Capital Management held 22,115 shares of Vanguard S&P 500 ETF worth $15.2M as of Q2 2026.
Mendel Capital Management sold 127 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $84.7K.
Vanguard S&P 500 ETF made up 6.84% of Mendel Capital Management's portfolio in Q2 2026, its #4 holding.
Mendel Capital Management first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.