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

Schnieders 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	$927K	Buy	1,350 +768	+132%	+$512K	0.12%	102
2026 Q1	$348K	Sell	582 -3	-0.5%	-$1.88K	0.06%	159
2025 Q4	$367K	Buy	585 +18	+3%	+$11.2K	0.06%	158
2025 Q3	$347K	Hold	567	–	–	0.06%	168
2025 Q2	$322K	Sell	567 -104	-15%	-$54.7K	0.06%	175
2025 Q1	$345K	Hold	671	–	–	0.07%	151
2024 Q4	$362K	Hold	671	–	–	0.07%	153
2024 Q3	$354K	Hold	671	–	–	0.07%	161
2024 Q2	$336K	Hold	671	–	–	0.07%	150
2024 Q1	$323K	Sell	671 -350	-34%	-$160K	0.07%	155
2023 Q4	$446K	Sell	1,021 -250	-20%	-$102K	0.1%	125
2023 Q3	$499K	Sell	1,271 -85	-6%	-$34.8K	0.11%	110
2023 Q2	$552K	Buy	1,356 +8	+0.6%	+$3.09K	0.12%	110
2023 Q1	$507K	Buy	1,348 +8	+0.6%	+$2.93K	0.11%	117
2022 Q4	$471K	Hold	1,340	–	–	0.11%	120
2022 Q3	$440K	Hold	1,340	–	–	0.12%	117
2022 Q2	$465K	Buy	1,340 +398	+42%	+$150K	0.14%	113
2022 Q1	$391K	Hold	942	–	–	0.09%	145
2021 Q4	$411K	Hold	942	–	–	0.1%	136
2021 Q3	$372K	Hold	942	–	–	0.1%	140
2021 Q2	$371K	Buy	942 +10	+1%	+$3.84K	0.1%	144
2021 Q1	$340K	Hold	932	–	–	0.1%	143
2020 Q4	$320K	Hold	932	–	–	0.11%	138
2020 Q3	$287K	Hold	932	–	–	0.11%	135
2020 Q2	$264K	Buy	+932	New	+$251K	0.11%	139

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 22.96% 1-Year Est. Return

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

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

Schnieders Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 132% in Q2 2026, buying an estimated $512K and bringing the position to 1,350 shares worth $927K. The position accounts for 0.12% of the portfolio, ranked #102.

Schnieders Capital Management first reported a position in VOO in Q2 2020 and has held it in 25 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Schnieders Capital Management held 1,350 shares of Vanguard S&P 500 ETF worth $927K as of Q2 2026.
Schnieders Capital Management bought 768 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $512K.
Vanguard S&P 500 ETF made up 0.12% of Schnieders Capital Management's portfolio in Q2 2026, its #102 holding.
Schnieders Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.