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Piedmont Capital Management (Montana)’s Vanguard S&P 500 ETF VOO Stock Holding History

Piedmont Capital Management (Montana)’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 		$17.5M Buy
+25,511
New +$17M 8.84% 3
2026
Q1 		– Sell
-22,224
Closed -$13.9M – 55
2025
Q4 		$13.9M Buy
22,224
+100
+0.5% +$62.1K 7.11% 6
2025
Q3 		$13.6M Buy
22,124
+1,021
+5% +$602K 7.15% 6
2025
Q2 		$12M Buy
+21,103
New +$11.1M 6.93% 6
2025
Q1 		– Sell
-25,146
Closed -$13.5M – 56
2024
Q4 		$13.5M Buy
25,146
+76
+0.3% +$41.2K 8.15% 3
2024
Q3 		$13.5M Sell
25,070
-347
-1% -$176K 8.12% 3
2024
Q2 		$12.1M Hold
25,417
– – 8.24% 3
2024
Q1 		$12.1M Buy
25,417
+366
+1% +$168K 8.24% 3
2023
Q4 		$10.9M Buy
25,051
+336
+1% +$138K 7.97% 3
2023
Q3 		$9.71M Sell
24,715
-157
-0.6% -$64.2K 7.74% 3
2023
Q2 		$10.1M Buy
+24,872
New +$9.6M 7.68% 3
2023
Q1 		– Sell
-24,598
Closed -$8.64M – 48
2022
Q4 		$8.64M Buy
+24,598
New +$8.69M 7.24% 4
2022
Q2 		– Sell
-28,939
Closed -$12.1M – 41
2022
Q1 		$12.1M Buy
28,939
+1,497
+5% +$613K 9.1% 3
2021
Q4 		$12M Buy
27,442
+799
+3% +$337K 9.42% 4
2021
Q3 		$10.8M Buy
26,643
+1,232
+5% +$500K 8.62% 5
2021
Q2 		$10M Buy
25,411
+729
+3% +$280K 8.33% 5
2021
Q1 		$8.96M Buy
24,682
+1,364
+6% +$484K 8.38% 5
2020
Q4 		$8.01M Buy
+23,318
New +$7.6M 8.12% 3

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Piedmont Capital Management (Montana)'s VOO Position: Q2 2026 in Review

Piedmont Capital Management (Montana) opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 25,511 shares worth $17.5M. The stake represents 8.84% of the portfolio and ranks #3 among its holdings. This is a return to the name: Piedmont Capital Management (Montana) previously reported a position in VOO as recently as Q4 2025.

Piedmont Capital Management (Montana) first reported a position in VOO in Q4 2020 and has held it in 18 quarters since. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Piedmont Capital Management (Montana) held 25,511 shares of Vanguard S&P 500 ETF worth $17.5M as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Piedmont Capital Management (Montana) position in Q2 2026.
  • Vanguard S&P 500 ETF made up 8.84% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #3 holding.
  • Piedmont Capital Management (Montana) first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 18 quarters since.
  • 3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.