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

Per Stirling 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	$7.71M	Sell	12,895 -8,910	-41%	-$5.57M	0.85%	39
2025 Q4	$13.7M	Buy	21,805 +1,464	+7%	+$910K	1.54%	16
2025 Q3	$12.5M	Sell	20,341 -5,235	-20%	-$3.09M	1.49%	21
2025 Q2	$14.5M	Buy	25,576 +17,903	+233%	+$9.41M	1.9%	10
2025 Q1	$3.94M	Sell	7,673 -15,682	-67%	-$8.48M	0.57%	48
2024 Q4	$12.6M	Buy	23,355 +10,190	+77%	+$5.52M	1.79%	9
2024 Q3	$6.95M	Sell	13,165 -11,184	-46%	-$5.68M	0.96%	32
2024 Q2	$12.2M	Buy	24,349 +5,216	+27%	+$2.51M	1.96%	7
2024 Q1	$9.2M	Buy	19,133 +351	+2%	+$161K	1.54%	16
2023 Q4	$8.2M	Buy	18,782 +3,729	+25%	+$1.53M	1.51%	17
2023 Q3	$5.91M	Buy	15,053 +5,811	+63%	+$2.38M	1.23%	26
2023 Q2	$3.76M	Buy	9,242 +5,788	+168%	+$2.23M	0.77%	34
2023 Q1	$1.3M	Buy	3,454 +740	+27%	+$271K	0.28%	58
2022 Q4	$953K	Buy	+2,714	New	+$959K	0.17%	80

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

Per Stirling Capital Management's VOO Position: Q1 2026 in Review

Per Stirling Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 41% in Q1 2026, selling an estimated $5.57M and leaving 12,895 shares worth $7.71M. The position accounts for 0.85% of the portfolio, ranked #39.

Per Stirling Capital Management first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.5M in Q2 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Per Stirling Capital Management held 12,895 shares of Vanguard S&P 500 ETF worth $7.71M as of Q1 2026.
Per Stirling Capital Management sold 8,910 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $5.57M.
Vanguard S&P 500 ETF made up 0.85% of Per Stirling Capital Management's portfolio in Q1 2026, its #39 holding.
Per Stirling Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Per Stirling Capital Management's Vanguard S&P 500 ETF position peaked at $14.5M in Q2 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.