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

Monument 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	$386K	Buy	+562	New	+$375K	0.08%	191
2022 Q2	–	Sell	-1,686	Closed	-$700K	–	155
2022 Q1	$700K	Sell	1,686 -11	-0.6%	-$4.5K	0.23%	90
2021 Q4	$741K	Buy	1,697 +7	+0.4%	+$2.96K	0.23%	92
2021 Q3	$666K	Buy	1,690 +5	+0.3%	+$2.03K	0.23%	92
2021 Q2	$663K	Buy	1,685 +5	+0.3%	+$1.92K	0.23%	89
2021 Q1	$612K	Sell	1,680 -11,566	-87%	-$4.1M	0.25%	80
2020 Q4	$4.55M	Buy	+13,246	New	+$4.32M	2.1%	7
2020 Q1	–	Sell	-3,848	Closed	-$1.14M	–	83
2019 Q4	$1.14M	Buy	3,848 +20	+0.5%	+$5.66K	0.58%	71
2019 Q3	$1.04M	Buy	+3,828	New	+$1.04M	0.57%	71
2018 Q4	–	Sell	-473	Closed	-$126K	–	299
2018 Q3	$126K	Buy	473 +427	+928%	+$112K	0.07%	95
2018 Q2	$11K	Sell	46 -149	-76%	-$37K	0.01%	120
2018 Q1	$46K	Sell	195 -6	-3%	-$1.5K	0.03%	93
2017 Q4	$49K	Buy	+201	New	+$48K	0.03%	83

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

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

Monument Capital Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 562 shares worth $386K. The stake represents 0.08% of the portfolio and ranks #191 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in VOO as recently as Q1 2022.

Monument Capital Management first reported a position in VOO in Q4 2017 and has held it in 13 quarters since. The position peaked at $4.55M in Q4 2020. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Monument Capital Management held 562 shares of Vanguard S&P 500 ETF worth $386K as of Q2 2026.
Vanguard S&P 500 ETF was a new Monument Capital Management position in Q2 2026.
Vanguard S&P 500 ETF made up 0.08% of Monument Capital Management's portfolio in Q2 2026, its #191 holding.
Monument Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 13 quarters since.
Monument Capital Management's Vanguard S&P 500 ETF position peaked at $4.55M in Q4 2020.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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