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

Shelton 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
Q1 		$392K Hold
656
– – 0.01% 425
2025
Q4 		$411K Buy
+656
New +$408K 0.01% 400
2022
Q2 		– Sell
-500
Closed -$208K – 807
2022
Q1 		$208K Hold
500
– – 0.01% 761
2021
Q4 		$218K Buy
+500
New +$211K 0.01% 745

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Shelton Capital Management's VOO Position: Q1 2026 in Review

Shelton Capital Management held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 656 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #425.

Shelton Capital Management first reported a position in VOO in Q4 2021 and has held it in 4 quarters since. The position peaked at $411K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Shelton Capital Management held 656 shares of Vanguard S&P 500 ETF worth $392K as of Q1 2026.
  • Shelton Capital Management left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #425 holding.
  • Shelton Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 4 quarters since.
  • Shelton Capital Management's Vanguard S&P 500 ETF position peaked at $411K in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.