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

Passive 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	$2M	Sell	3,196 -200	-6%	-$133K	0.63%	23
2026 Q1	$2.03M	Buy	3,396 +200	+6%	+$125K	0.61%	24
2025 Q4	$2M	Buy	3,196 +2	+0.1%	+$1.24K	0.63%	23
2025 Q3	$1.96M	Sell	3,194 -455	-12%	-$268K	0.64%	22
2025 Q2	$2.07M	Buy	3,649 +106	+3%	+$55.7K	0.64%	22
2025 Q1	$1.82M	Sell	3,543 -83	-2%	-$44.9K	0.58%	23
2024 Q4	$1.95M	Sell	3,626 -38	-1%	-$20.6K	0.69%	21
2024 Q3	$1.93M	Sell	3,664 -280	-7%	-$142K	0.67%	22
2024 Q2	$1.97M	Buy	3,944 +908	+30%	+$437K	0.73%	20
2024 Q1	$1.46M	Hold	3,036	–	–	0.57%	23
2023 Q4	$1.33M	Hold	3,036	–	–	0.54%	23
2023 Q3	$1.19M	Buy	3,036 +2,122	+232%	+$868K	0.53%	24
2023 Q2	$372K	Hold	914	–	–	0.16%	42
2023 Q1	$344K	Hold	914	–	–	0.15%	45
2022 Q4	$321K	Hold	914	–	–	0.15%	43
2022 Q3	$300K	Buy	914 +141	+18%	+$51.5K	0.16%	39
2022 Q2	$268K	Hold	773	–	–	0.14%	43
2022 Q1	$321K	Hold	773	–	–	0.17%	40
2021 Q4	$337K	Buy	+773	New	+$326K	0.19%	40

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

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

Passive Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 5.9% in Q2 2026, selling an estimated $133K and leaving 3,196 shares worth $2M. The position accounts for 0.63% of the portfolio, ranked #23.

Passive Capital Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.07M in Q2 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Passive Capital Management held 3,196 shares of Vanguard S&P 500 ETF worth $2M as of Q2 2026.
Passive Capital Management sold 200 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $133K.
Vanguard S&P 500 ETF made up 0.63% of Passive Capital Management's portfolio in Q2 2026, its #23 holding.
Passive Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Passive Capital Management's Vanguard S&P 500 ETF position peaked at $2.07M in Q2 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.