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Punch & Associates Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Punch & Associates Investment 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 		– Sell
-62
Closed -$38.9K – 176
2025
Q4 		$38.9K Hold
62
– – ﹤0.01% 149
2025
Q3 		$38K Sell
62
-67
-52% -$39.5K ﹤0.01% 152
2025
Q2 		$73.3K Buy
129
+67
+108% +$35.2K ﹤0.01% 152
2025
Q1 		$31.9K Sell
62
-1,111
-95% -$601K ﹤0.01% 154
2024
Q4 		$632K Buy
1,173
+1,050
+854% +$569K 0.03% 149
2024
Q3 		$64.9K Sell
123
-605
-83% -$308K ﹤0.01% 158
2024
Q2 		$364K Buy
728
+670
+1,155% +$322K 0.02% 166
2024
Q1 		$28K Sell
58
-9,612
-99% -$4.4M ﹤0.01% 172
2023
Q4 		$4.22M Buy
9,670
+3,945
+69% +$1.62M 0.25% 128
2023
Q3 		$2.25M Buy
5,725
+203
+4% +$83K 0.14% 143
2023
Q2 		$2.25M Buy
5,522
+714
+15% +$275K 0.14% 147
2023
Q1 		$1.81M Sell
4,808
-13,648
-74% -$5.01M 0.12% 146
2022
Q4 		$6.48M Buy
18,456
+6,987
+61% +$2.47M 0.42% 101
2022
Q3 		$3.77M Buy
11,469
+10,381
+954% +$3.79M 0.26% 130
2022
Q2 		$377K Buy
1,088
+975
+863% +$367K 0.03% 191
2022
Q1 		$47K Buy
113
+47
+71% +$19.2K ﹤0.01% 223
2021
Q4 		$29K Buy
66
+26
+65% +$11K ﹤0.01% 230
2021
Q3 		$16K Sell
40
-35
-47% -$14.2K ﹤0.01% 233
2021
Q2 		$30K Buy
75
+39
+108% +$15K ﹤0.01% 235
2021
Q1 		$13K Buy
36
+1
+3% +$355 ﹤0.01% 235
2020
Q4 		$12K Buy
35
+31
+775% +$10.1K ﹤0.01% 232
2020
Q3 		$1K Buy
+4
New +$1.22K ﹤0.01% 234
2020
Q1 		– Sell
-69
Closed -$20K – 246
2019
Q4 		$20K Buy
+69
New +$19.5K ﹤0.01% 228

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Punch & Associates Investment Management's VOO Position: Q1 2026 in Review

Punch & Associates Investment Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 62 shares — an estimated $38.9K sold.

Punch & Associates Investment Management first reported a position in VOO in Q4 2019 and held it in 23 quarters. The position peaked at $6.48M in Q4 2022. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Punch & Associates Investment Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Punch & Associates Investment Management sold 62 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $38.9K.
  • Punch & Associates Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and held it in 23 quarters.
  • Punch & Associates Investment Management's Vanguard S&P 500 ETF position peaked at $6.48M in Q4 2022.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.