Sanibel Captiva Trust Company’s Vanguard S&P 500 ETF VOO Stock Holding History

Sanibel Captiva Trust Company’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	$8.92M	Sell	12,993 -3,446	-21%	-$2.3M	0.22%	99
2026 Q1	$9.82M	Buy	16,439 +2,016	+14%	+$1.26M	0.28%	90
2025 Q4	$9.05M	Buy	14,423 +213	+1%	+$132K	0.25%	88
2025 Q3	$8.7M	Sell	14,210 -5	-0%	-$2.95K	0.25%	91
2025 Q2	$8.07M	Sell	14,215 -185	-1%	-$97.2K	0.25%	93
2025 Q1	$7.4M	Sell	14,400 -32	-0.2%	-$17.3K	0.24%	95
2024 Q4	$7.78M	Sell	14,432 -359	-2%	-$194K	0.25%	93
2024 Q3	$7.8M	Buy	14,791 +110	+0.7%	+$55.9K	0.25%	91
2024 Q2	$7.34M	Buy	14,681 +844	+6%	+$406K	0.25%	88
2024 Q1	$6.65M	Buy	13,837 +90	+0.7%	+$41.2K	0.23%	95
2023 Q4	$6M	Buy	+13,747	New	+$5.63M	0.22%	95

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Sanibel Captiva Trust Company's VOO Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Vanguard S&P 500 ETF (VOO) stake by 21% in Q2 2026, selling an estimated $2.3M and leaving 12,993 shares worth $8.92M. The position accounts for 0.22% of the portfolio, ranked #99.

Sanibel Captiva Trust Company first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.82M in Q1 2026. 4,021 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Sanibel Captiva Trust Company held 12,993 shares of Vanguard S&P 500 ETF worth $8.92M as of Q2 2026.
Sanibel Captiva Trust Company sold 3,446 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.3M.
Vanguard S&P 500 ETF made up 0.22% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #99 holding.
Sanibel Captiva Trust Company first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's Vanguard S&P 500 ETF position peaked at $9.82M in Q1 2026.
4,021 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.