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

Pennsylvania 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	$10.2M	Buy	17,058 +203	+1%	+$127K	2.92%	12
2025 Q4	$10.6M	Buy	16,855 +2,155	+15%	+$1.34M	2.89%	11
2025 Q3	$9M	Buy	14,700 +12	+0.1%	+$7.07K	2.62%	11
2025 Q2	$8.34M	Buy	14,688 +13,890	+1,741%	+$7.3M	2.67%	11
2025 Q1	$410K	Buy	798 +9	+1%	+$4.87K	0.15%	70
2024 Q4	$425K	Hold	789	–	–	0.15%	73
2024 Q3	$416K	Sell	789 -21	-3%	-$10.7K	0.15%	66
2024 Q2	$405K	Hold	810	–	–	0.16%	63
2024 Q1	$389K	Hold	810	–	–	0.16%	64
2023 Q4	$354K	Hold	810	–	–	0.14%	71
2023 Q3	$318K	Hold	810	–	–	0.13%	71
2023 Q2	$330K	Hold	810	–	–	0.14%	69
2023 Q1	$305K	Hold	810	–	–	0.15%	70
2022 Q4	$294K	Sell	810 -47	-5%	-$16.6K	0.16%	74
2022 Q3	$281K	Buy	857 +222	+35%	+$81.1K	0.16%	64
2022 Q2	$220K	Buy	+635	New	+$239K	0.12%	74

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Pennsylvania Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q1 2026, buying an estimated $127K and bringing the position to 17,058 shares worth $10.2M. The position accounts for 2.92% of the portfolio, ranked #12.

Pennsylvania Capital Management first reported a position in VOO in Q2 2022 and has held it in 16 quarters since. The position peaked at $10.6M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Pennsylvania Capital Management held 17,058 shares of Vanguard S&P 500 ETF worth $10.2M as of Q1 2026.
Pennsylvania Capital Management bought 203 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $127K.
Vanguard S&P 500 ETF made up 2.92% of Pennsylvania Capital Management's portfolio in Q1 2026, its #12 holding.
Pennsylvania Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
Pennsylvania Capital Management's Vanguard S&P 500 ETF position peaked at $10.6M in Q4 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Pennsylvania Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.