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

Monarch 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 		$969K Buy
1,411
+950
+206% +$633K 0.22% 80
2026
Q1 		$275K Sell
461
-90
-16% -$56.3K 0.07% 117
2025
Q4 		$346K Sell
551
-522
-49% -$324K 0.08% 108
2025
Q3 		$659K Buy
+1,073
New +$632K 0.16% 86

Other funds holding VOO

AssetMark Inc
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
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
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

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

Monarch Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 206% in Q2 2026, buying an estimated $633K and bringing the position to 1,411 shares worth $969K. The position accounts for 0.22% of the portfolio, ranked #80.

Monarch Capital Management first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Monarch Capital Management held 1,411 shares of Vanguard S&P 500 ETF worth $969K as of Q2 2026.
  • Monarch Capital Management bought 950 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $633K.
  • Vanguard S&P 500 ETF made up 0.22% of Monarch Capital Management's portfolio in Q2 2026, its #80 holding.
  • Monarch Capital Management first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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