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Spinnaker Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Spinnaker Investment Group’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 		$1.31M Buy
1,912
+934
+96% +$623K 0.21% 48
2026
Q1 		$584K Buy
978
+184
+23% +$115K 0.12% 67
2025
Q4 		$498K Sell
794
-78
-9% -$48.5K 0.09% 87
2025
Q3 		$534K Buy
872
+250
+40% +$147K 0.1% 77
2025
Q2 		$353K Sell
622
-315
-34% -$166K 0.08% 71
2025
Q1 		$482K Buy
937
+266
+40% +$144K 0.11% 62
2024
Q4 		$361K Buy
671
+2
+0.3% +$1.08K 0.09% 66
2024
Q3 		$353K Buy
+669
New +$340K 0.09% 65

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Spinnaker Investment Group's VOO Position: Q2 2026 in Review

Spinnaker Investment Group increased its Vanguard S&P 500 ETF (VOO) stake by 96% in Q2 2026, buying an estimated $623K and bringing the position to 1,912 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #48.

Spinnaker Investment Group first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Spinnaker Investment Group held 1,912 shares of Vanguard S&P 500 ETF worth $1.31M as of Q2 2026.
  • Spinnaker Investment Group bought 934 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $623K.
  • Vanguard S&P 500 ETF made up 0.21% of Spinnaker Investment Group's portfolio in Q2 2026, its #48 holding.
  • Spinnaker Investment Group first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.