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

Sierra Capital’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	$60.5M	Sell	101,238 -2,945	-3%	-$1.84M	6.59%	1
2025 Q4	$65.3M	Sell	104,183 -969	-0.9%	-$602K	6.91%	1
2025 Q3	$64.4M	Sell	105,152 -4,113	-4%	-$2.42M	7.06%	1
2025 Q2	$62.1M	Sell	109,265 -5,803	-5%	-$3.05M	7.16%	1
2025 Q1	$59.1M	Buy	115,068 +1,433	+1%	+$775K	7.12%	1
2024 Q4	$61.2M	Sell	113,635 -6,765	-6%	-$3.66M	7.26%	1
2024 Q3	$63.5M	Buy	120,400 +37,924	+46%	+$19.3M	7.58%	1
2024 Q2	$41.2M	Sell	82,476 -4,599	-5%	-$2.21M	5.51%	1
2024 Q1	$41.9M	Sell	87,075 -4,255	-5%	-$1.95M	5.48%	1
2023 Q4	$39.9M	Sell	91,330 -1,241	-1%	-$508K	5.85%	1
2023 Q3	$36.4M	Sell	92,571 -630	-0.7%	-$258K	5.84%	1
2023 Q2	$38M	Sell	93,201 -3,752	-4%	-$1.45M	6.01%	1
2023 Q1	$36.5M	Sell	96,953 -4,032	-4%	-$1.48M	5.92%	1
2022 Q4	$35.5M	Sell	100,985 -2,495	-2%	-$881K	6.07%	1
2022 Q3	$34M	Buy	103,480 +732	+0.7%	+$267K	6.32%	1
2022 Q2	$35.6M	Buy	102,748 +9,586	+10%	+$3.61M	6.45%	1
2022 Q1	$38.7M	Sell	93,162 -417	-0.4%	-$171K	6.1%	1
2021 Q4	$40.9M	Buy	93,579 +243	+0.3%	+$103K	6.08%	1
2021 Q3	$39.4M	Sell	93,336 -4,519	-5%	-$1.83M	6.62%	1
2021 Q2	$38.5M	Sell	97,855 -791	-0.8%	-$304K	7.14%	1
2021 Q1	$35.9M	Buy	+98,646	New	+$35M	6.74%	1

Other funds holding VOO

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 $1.47T AUM 27.86% 1-Year Est. Return

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 New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return