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

SCS 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	$294M	Sell	427,902 -15,257	-3%	-$10.2M	2.78%	8
2026 Q1	$265M	Sell	443,159 -19,542	-4%	-$12.2M	2.81%	8
2025 Q4	$290M	Buy	462,701 +119	+0%	+$74K	3.07%	8
2025 Q3	$284M	Sell	462,582 -15,222	-3%	-$8.97M	3.1%	8
2025 Q2	$272M	Buy	477,804 +7,072	+2%	+$3.72M	3.02%	9
2025 Q1	$242M	Buy	+470,732	New	+$254M	3.08%	9
2024 Q2	–	Sell	-1,612	Closed	-$775K	–	72
2024 Q1	$775K	Hold	1,612	–	–	0.02%	67
2023 Q4	$704K	Hold	1,612	–	–	0.02%	62
2023 Q3	$635K	Hold	1,612	–	–	0.02%	54
2023 Q2	$659K	Hold	1,612	–	–	0.02%	53
2023 Q1	$606K	Sell	1,612 -40,712	-96%	-$14.9M	0.02%	54
2022 Q4	$14.9M	Sell	42,324 -1,417	-3%	-$501K	0.44%	27
2022 Q3	$14.4M	Buy	43,741 +42,129	+2,613%	+$15.4M	0.43%	25
2022 Q2	$561K	Hold	1,612	–	–	0.02%	51
2022 Q1	$669K	Hold	1,612	–	–	0.02%	48
2021 Q4	$704K	Buy	1,612 +974	+153%	+$411K	0.02%	42
2021 Q3	$1.61M	Sell	638 -974	-60%	-$395K	0.03%	40
2021 Q2	$636K	Buy	+1,612	New	+$619K	0.01%	44

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

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

SCS Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3.4% in Q2 2026, selling an estimated $10.2M and leaving 427,902 shares worth $294M. The position accounts for 2.78% of the portfolio, ranked #8.

SCS Capital Management first reported a position in VOO in Q2 2021 and has held it in 18 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

SCS Capital Management held 427,902 shares of Vanguard S&P 500 ETF worth $294M as of Q2 2026.
SCS Capital Management sold 15,257 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $10.2M.
Vanguard S&P 500 ETF made up 2.78% of SCS Capital Management's portfolio in Q2 2026, its #8 holding.
SCS Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 18 quarters since.
4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.