Poplar Forest Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Poplar Forest Capital’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
2025 Q1	$281K	Hold	546	–	–	0.05%	49
2024 Q4	$294K	Buy	+546	New	+$296K	0.05%	47
2021 Q2	–	Sell	-886	Closed	-$323K	–	93
2021 Q1	$323K	Buy	886 +66	+8%	+$23.4K	0.03%	67
2020 Q4	$282K	Buy	820 +140	+21%	+$45.6K	0.03%	68
2020 Q3	$209K	Buy	+680	New	+$207K	0.03%	59
2020 Q1	–	Sell	-680	Closed	-$201K	–	64
2019 Q4	$201K	Buy	+680	New	+$192K	0.02%	53

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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

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

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

Poplar Forest Capital's VOO Position: Q1 2025 in Review

Poplar Forest Capital held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2025 at 546 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #49.

Poplar Forest Capital first reported a position in VOO in Q4 2019 and has held it in 6 quarters since. The position peaked at $323K in Q1 2021. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

Poplar Forest Capital held 546 shares of Vanguard S&P 500 ETF worth $281K as of Q1 2025.
Poplar Forest Capital left its Vanguard S&P 500 ETF share count unchanged in Q1 2025.
Vanguard S&P 500 ETF made up 0.05% of Poplar Forest Capital's portfolio in Q1 2025, its #49 holding.
Poplar Forest Capital first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 6 quarters since.
Poplar Forest Capital's Vanguard S&P 500 ETF position peaked at $323K in Q1 2021.
3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Poplar Forest Capital's 13F filing for Q1 2025, filed 6 May 2025.