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

Poehling 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	$646K	Sell	941 -14	-1%	-$9.33K	0.14%	100
2026 Q1	$571K	Sell	955 -14	-1%	-$8.76K	0.12%	99
2025 Q4	$608K	Hold	969	–	–	0.12%	92
2025 Q3	$593K	Hold	969	–	–	0.12%	92
2025 Q2	$550K	Hold	969	–	–	0.13%	90
2025 Q1	$498K	Hold	969	–	–	0.13%	95
2024 Q4	$522K	Hold	969	–	–	0.13%	94
2024 Q3	$511K	Hold	969	–	–	0.13%	94
2024 Q2	$485K	Hold	969	–	–	0.13%	92
2024 Q1	$466K	Hold	969	–	–	0.12%	92
2023 Q4	$423K	Hold	969	–	–	0.13%	90
2023 Q3	$381K	Buy	+969	New	+$396K	0.13%	94

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Poehling Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q2 2026, selling an estimated $9.33K and leaving 941 shares worth $646K. The position accounts for 0.14% of the portfolio, ranked #100.

Poehling Capital Management first reported a position in VOO in Q3 2023 and has held it in 12 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Poehling Capital Management held 941 shares of Vanguard S&P 500 ETF worth $646K as of Q2 2026.
Poehling Capital Management sold 14 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $9.33K.
Vanguard S&P 500 ETF made up 0.14% of Poehling Capital Management's portfolio in Q2 2026, its #100 holding.
Poehling Capital Management first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.