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

Permanent 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	$163M	Buy	246,616 +1,097	+0.4%	+$686K	25.34%	1
2025 Q4	$154M	Buy	245,519 +2,176	+0.9%	+$1.35M	30%	1
2025 Q3	$149M	Buy	+243,343	New	+$143M	27.94%	1
2025 Q1	$68.4M	Buy	133,173 +18,169	+16%	+$9.82M	19.61%	1
2024 Q4	$62M	Buy	+115,004	New	+$62.3M	19.18%	2
2024 Q2	$104M	Buy	+181,967	New	+$87.6M	21.66%	1

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 $424B AUM 22.96% 1-Year Est. Return

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

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

Permanent Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.45% in Q1 2026, buying an estimated $686K and bringing the position to 246,616 shares worth $163M. The position accounts for 25.34% of the portfolio, ranked #1.

Permanent Capital Management first reported a position in VOO in Q2 2024 and has held it in 6 quarters since. 3,839 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Permanent Capital Management held 246,616 shares of Vanguard S&P 500 ETF worth $163M as of Q1 2026.
Permanent Capital Management bought 1,097 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $686K.
Vanguard S&P 500 ETF made up 25.34% of Permanent Capital Management's portfolio in Q1 2026, its #1 holding.
Permanent Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 6 quarters since.
3,839 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.