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

One 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
Q1 		$8.65M Buy
14,481
+2,893
+25% +$1.81M 0.24% 91
2025
Q4 		$7.27M Sell
11,588
-1,047
-8% -$651K 0.22% 93
2025
Q3 		$7.74M Sell
12,635
-1,397
-10% -$823K 0.25% 87
2025
Q2 		$7.97M Sell
14,032
-14,201
-50% -$7.46M 0.28% 84
2025
Q1 		$14.5M Sell
28,233
-3,102
-10% -$1.68M 0.49% 52
2024
Q4 		$16.9M Buy
31,335
+3,516
+13% +$1.9M 0.56% 44
2024
Q3 		$14.7M Sell
27,819
-2,719
-9% -$1.38M 0.47% 51
2024
Q2 		$15.3M Sell
30,538
-36
-0.1% -$17.3K 0.52% 43
2024
Q1 		$14.7M Buy
30,574
+775
+3% +$355K 0.53% 47
2023
Q4 		$13M Buy
29,799
+3,699
+14% +$1.51M 0.52% 52
2023
Q3 		$10.2M Buy
26,100
+1,606
+7% +$657K 0.46% 52
2023
Q2 		$9.98M Buy
24,494
+3,394
+16% +$1.31M 0.45% 53
2023
Q1 		$7.94M Buy
21,100
+2,922
+16% +$1.07M 0.39% 65
2022
Q4 		$6.39M Buy
18,178
+7,391
+69% +$2.61M 0.34% 83
2022
Q3 		$3.54M Buy
10,787
+2,378
+28% +$869K 0.21% 107
2022
Q2 		$2.92M Buy
8,409
+836
+11% +$315K 0.17% 120
2022
Q1 		$3.14M Buy
7,573
+211
+3% +$86.4K 0.17% 121
2021
Q4 		$3.21M Buy
7,362
+419
+6% +$177K 0.24% 89
2021
Q3 		$2.74M Sell
6,943
-592
-8% -$240K 0.23% 92
2021
Q2 		$2.96M Buy
+7,535
New +$2.89M 0.26% 92
2020
Q4 		– Sell
-1,648
Closed -$507K – 169
2020
Q3 		$507K Buy
+1,648
New +$502K 0.07% 119

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

One Capital Management's VOO Position: Q1 2026 in Review

One Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 25% in Q1 2026, buying an estimated $1.81M and bringing the position to 14,481 shares worth $8.65M. The position accounts for 0.24% of the portfolio, ranked #91.

One Capital Management first reported a position in VOO in Q3 2020 and has held it in 21 quarters since. The position peaked at $16.9M in Q4 2024. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • One Capital Management held 14,481 shares of Vanguard S&P 500 ETF worth $8.65M as of Q1 2026.
  • One Capital Management bought 2,893 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.81M.
  • Vanguard S&P 500 ETF made up 0.24% of One Capital Management's portfolio in Q1 2026, its #91 holding.
  • One Capital Management first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 21 quarters since.
  • One Capital Management's Vanguard S&P 500 ETF position peaked at $16.9M in Q4 2024.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.