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

Next 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 		$5.86M Buy
8,537
+4
+0% +$2.67K 1.58% 18
2026
Q1 		$5.1M Buy
8,533
+95
+1% +$59.4K 1.54% 18
2025
Q4 		$5.29M Sell
8,438
-1,599
-16% -$994K 1.69% 16
2025
Q3 		$6.15M Sell
10,037
-5,711
-36% -$3.37M 2.05% 12
2025
Q2 		$8.96M Buy
15,748
+7,708
+96% +$4.05M 3.31% 8
2025
Q1 		$4.13M Sell
8,040
-53
-0.7% -$28.7K 1.98% 11
2024
Q4 		$4.36M Buy
8,093
+219
+3% +$119K 1.76% 11
2024
Q3 		$4.15M Buy
7,874
+1
+0% +$508 1.7% 12
2024
Q2 		$3.94M Sell
7,873
-5,727
-42% -$2.76M 1.65% 14
2024
Q1 		$6.54M Sell
13,600
-1,007
-7% -$461K 2.64% 8
2023
Q4 		$6.38M Buy
14,607
+9,117
+166% +$3.73M 2.72% 8
2023
Q3 		$2.16M Buy
5,490
+1,980
+56% +$810K 0.97% 26
2023
Q2 		$1.43M Buy
3,510
+205
+6% +$79.1K 0.66% 34
2023
Q1 		$1.24M Buy
3,305
+201
+6% +$73.7K 0.6% 36
2022
Q4 		$1.09M Buy
3,104
+11
+0.4% +$3.89K 0.59% 36
2022
Q3 		$1.02M Hold
3,093
– – 0.77% 33
2022
Q2 		$1.07M Buy
3,093
+329
+12% +$124K 0.78% 36
2022
Q1 		$1.15M Buy
2,764
+63
+2% +$25.8K 0.77% 32
2021
Q4 		$1.18M Buy
2,701
+28
+1% +$11.8K 0.8% 31
2021
Q3 		$1.05M Hold
2,673
– – 0.77% 35
2021
Q2 		$1.05M Sell
2,673
-111
-4% -$42.6K 0.67% 35
2021
Q1 		$1.01M Buy
2,784
+305
+12% +$108K 0.66% 35
2020
Q4 		$852K Buy
2,479
+1,730
+231% +$564K 0.6% 42
2020
Q3 		$230K Hold
749
– – 0.15% 84
2020
Q2 		$212K Hold
749
– – 0.15% 83
2020
Q1 		$177K Sell
749
-425
-36% -$119K 0.14% 78
2019
Q4 		$347K Sell
1,174
-675
-37% -$191K 0.25% 59
2019
Q3 		$504K Buy
1,849
+675
+57% +$183K 0.34% 56
2019
Q2 		$316K Hold
1,174
– – 0.21% 65
2019
Q1 		$305K Sell
1,174
-248
-17% -$61.9K 0.26% 66
2018
Q4 		$327K Buy
+1,422
New +$352K 0.29% 61

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Next Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.05% in Q2 2026, buying an estimated $2.67K and bringing the position to 8,537 shares worth $5.86M. The position accounts for 1.58% of the portfolio, ranked #18.

Next Capital Management first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.96M in Q2 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Next Capital Management held 8,537 shares of Vanguard S&P 500 ETF worth $5.86M as of Q2 2026.
  • Next Capital Management bought 4 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.67K.
  • Vanguard S&P 500 ETF made up 1.58% of Next Capital Management's portfolio in Q2 2026, its #18 holding.
  • Next Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • Next Capital Management's Vanguard S&P 500 ETF position peaked at $8.96M in Q2 2025.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.