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

Orleans 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	$277K	Hold	403	–	–	0.14%	108
2026 Q1	$241K	Hold	403	–	–	0.16%	96
2025 Q4	$253K	Hold	403	–	–	0.16%	103
2025 Q3	$247K	Sell	403 -300	-43%	-$177K	0.16%	91
2025 Q2	$399K	Sell	703 -125	-15%	-$65.7K	0.21%	78
2025 Q1	$426K	Hold	828	–	–	0.25%	67
2024 Q4	$461K	Buy	828 +403	+95%	+$218K	0.26%	69
2024 Q3	$224K	Hold	425	–	–	0.13%	88
2024 Q2	$213K	Hold	425	–	–	0.14%	73
2024 Q1	$204K	Sell	425 -175	-29%	-$80.1K	0.13%	72
2023 Q4	$262K	Sell	600 -216	-26%	-$88.4K	0.18%	72
2023 Q3	$320K	Hold	816	–	–	0.24%	61
2023 Q2	$332K	Buy	+816	New	+$315K	0.24%	67

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

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

Orleans Capital Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 403 shares worth $277K. The position accounts for 0.14% of the portfolio, ranked #108.

Orleans Capital Management first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. The position peaked at $461K in Q4 2024. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Orleans Capital Management held 403 shares of Vanguard S&P 500 ETF worth $277K as of Q2 2026.
Orleans Capital Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.14% of Orleans Capital Management's portfolio in Q2 2026, its #108 holding.
Orleans Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Orleans Capital Management's Vanguard S&P 500 ETF position peaked at $461K in Q4 2024.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Orleans Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.