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

Neumann 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	$5.11M	Buy	7,444 +792	+12%	+$528K	3.38%	8
2026 Q1	$3.97M	Buy	6,652 +3,133	+89%	+$1.96M	1.17%	23
2025 Q4	$2.21M	Buy	3,519 +1,050	+43%	+$653K	0.64%	37
2025 Q3	$1.51M	Buy	2,469 +578	+31%	+$341K	0.44%	48
2025 Q2	$1.07M	Buy	1,891 +262	+16%	+$138K	0.34%	60
2025 Q1	$837K	Buy	1,629 +689	+73%	+$372K	0.29%	67
2024 Q4	$506K	Buy	940 +373	+66%	+$202K	0.17%	79
2024 Q3	$299K	Sell	567 -50	-8%	-$25.4K	0.1%	92
2024 Q2	$309K	Hold	617	–	–	0.11%	87
2024 Q1	$297K	Sell	617 -100	-14%	-$45.8K	0.11%	87
2023 Q4	$313K	Hold	717	–	–	0.12%	83
2023 Q3	$282K	Hold	717	–	–	0.12%	81
2023 Q2	$292K	Sell	717 -50	-7%	-$19.3K	0.12%	82
2023 Q1	$288K	Hold	767	–	–	0.13%	80
2022 Q4	$269K	Hold	767	–	–	0.13%	81
2022 Q3	$252K	Buy	+767	New	+$280K	0.13%	80
2022 Q2	–	Sell	-1,012	Closed	-$420K	–	86
2022 Q1	$420K	Buy	+1,012	New	+$414K	0.18%	69

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

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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

Neumann Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2026, buying an estimated $528K and bringing the position to 7,444 shares worth $5.11M. The position accounts for 3.38% of the portfolio, ranked #8.

Neumann Capital Management first reported a position in VOO in Q1 2022 and has held it in 17 quarters since. 2,040 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Neumann Capital Management held 7,444 shares of Vanguard S&P 500 ETF worth $5.11M as of Q2 2026.
Neumann Capital Management bought 792 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $528K.
Vanguard S&P 500 ETF made up 3.38% of Neumann Capital Management's portfolio in Q2 2026, its #8 holding.
Neumann Capital Management first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
2,040 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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