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

Nelson 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	$528K	Sell	769 -13	-2%	-$8.67K	0.06%	85
2026 Q1	$467K	Hold	782	–	–	0.06%	83
2025 Q4	$490K	Sell	782 -80	-9%	-$49.7K	0.06%	85
2025 Q3	$528K	Buy	862 +1	+0.1%	+$589	0.06%	84
2025 Q2	$489K	Hold	861	–	–	0.06%	80
2025 Q1	$442K	Buy	861 +19	+2%	+$10.3K	0.08%	84
2024 Q4	$454K	Sell	842 -81	-9%	-$43.9K	0.08%	87
2024 Q3	$487K	Buy	923 +346	+60%	+$176K	0.08%	81
2024 Q2	$289K	Buy	577 +106	+23%	+$51K	0.05%	93
2024 Q1	$226K	Buy	+471	New	+$216K	0.04%	98
2022 Q2	–	Sell	-484	Closed	-$201K	–	106
2022 Q1	$201K	Sell	484 -9	-2%	-$3.68K	0.04%	103
2021 Q4	$215K	Buy	+493	New	+$208K	0.04%	102
2021 Q3	–	Sell	-559	Closed	-$220K	–	100
2021 Q2	$220K	Sell	559 -11	-2%	-$4.22K	0.04%	96
2021 Q1	$208K	Buy	+570	New	+$202K	0.04%	97
2020 Q4	–	Sell	-2,757	Closed	-$848K	–	103
2020 Q3	$848K	Sell	2,757 -60	-2%	-$18.3K	0.15%	66
2020 Q2	$798K	Sell	2,817 -632	-18%	-$170K	0.17%	66
2020 Q1	$817K	Sell	3,449 -568	-14%	-$159K	0.22%	62
2019 Q4	$1.19M	Buy	4,017 +111	+3%	+$31.4K	0.25%	65
2019 Q3	$1.06M	Sell	3,906 -7	-0.2%	-$1.9K	0.25%	58
2019 Q2	$1.05M	Sell	3,913 -1,657	-30%	-$438K	0.25%	58
2019 Q1	$1.45M	Sell	5,570 -2,401	-30%	-$600K	0.36%	55
2018 Q4	$1.83M	Buy	+7,971	New	+$1.97M	0.51%	53

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

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

Nelson Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, selling an estimated $8.67K and leaving 769 shares worth $528K. The position accounts for 0.06% of the portfolio, ranked #85.

Nelson Capital Management first reported a position in VOO in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.83M in Q4 2018. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Nelson Capital Management held 769 shares of Vanguard S&P 500 ETF worth $528K as of Q2 2026.
Nelson Capital Management sold 13 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $8.67K.
Vanguard S&P 500 ETF made up 0.06% of Nelson Capital Management's portfolio in Q2 2026, its #85 holding.
Nelson Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 22 quarters since.
Nelson Capital Management's Vanguard S&P 500 ETF position peaked at $1.83M in Q4 2018.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.