Seven Post Investment Office’s Vanguard S&P 500 ETF VOO Stock Holding History

Seven Post Investment Office’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	$209K	Buy	+304	New	+$203K	0.06%	42
2026 Q1	–	Sell	-352	Closed	-$221K	–	38
2025 Q4	$221K	Sell	352 -28	-7%	-$17.4K	0.08%	36
2025 Q3	$233K	Hold	380	–	–	0.08%	32
2025 Q2	$216K	Sell	380 -20	-5%	-$10.5K	0.08%	33
2025 Q1	$206K	Sell	400 -45	-10%	-$24.3K	0.08%	33
2024 Q4	$240K	Buy	445 +8	+2%	+$4.33K	0.09%	33
2024 Q3	$231K	Buy	437 +5	+1%	+$2.54K	0.03%	52
2024 Q2	$216K	Sell	432 -57	-12%	-$27.4K	0.04%	53
2024 Q1	$235K	Buy	+489	New	+$224K	0.06%	52

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

Seven Post Investment Office's VOO Position: Q2 2026 in Review

Seven Post Investment Office opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 304 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #42 among its holdings. This is a return to the name: Seven Post Investment Office previously reported a position in VOO as recently as Q4 2025.

Seven Post Investment Office first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. The position peaked at $240K in Q4 2024. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Seven Post Investment Office held 304 shares of Vanguard S&P 500 ETF worth $209K as of Q2 2026.
Vanguard S&P 500 ETF was a new Seven Post Investment Office position in Q2 2026.
Vanguard S&P 500 ETF made up 0.06% of Seven Post Investment Office's portfolio in Q2 2026, its #42 holding.
Seven Post Investment Office first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Seven Post Investment Office's Vanguard S&P 500 ETF position peaked at $240K in Q4 2024.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.