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Regatta Capital Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Regatta Capital Group’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 		$1.23M Sell
1,787
-37
-2% -$24.7K 0.17% 84
2026
Q1 		$1.09M Buy
1,824
+6
+0.3% +$3.75K 0.17% 88
2025
Q4 		$1.14M Buy
1,818
+2
+0.1% +$1.24K 0.17% 83
2025
Q3 		$1.11M Buy
1,816
+60
+3% +$35.4K 0.18% 86
2025
Q2 		$997K Buy
+1,756
New +$923K 0.17% 86
2025
Q1 		– Sell
-448
Closed -$241K – 194
2024
Q4 		$241K Buy
448
+31
+7% +$16.8K 0.05% 169
2024
Q3 		$220K Buy
+417
New +$212K 0.04% 179

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

Regatta Capital Group's VOO Position: Q2 2026 in Review

Regatta Capital Group reduced its Vanguard S&P 500 ETF (VOO) stake by 2% in Q2 2026, selling an estimated $24.7K and leaving 1,787 shares worth $1.23M. The position accounts for 0.17% of the portfolio, ranked #84.

Regatta Capital Group first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Regatta Capital Group held 1,787 shares of Vanguard S&P 500 ETF worth $1.23M as of Q2 2026.
  • Regatta Capital Group sold 37 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $24.7K.
  • Vanguard S&P 500 ETF made up 0.17% of Regatta Capital Group's portfolio in Q2 2026, its #84 holding.
  • Regatta Capital Group first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.