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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return