Spirepoint Private Client’s Vanguard S&P 500 ETF VOO Stock Holding History

Spirepoint Private Client’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	$43M	Buy	62,537 +9,417	+18%	+$6.28M	3.48%	4
2026 Q1	$31.7M	Sell	53,120 -17,232	-24%	-$10.8M	3.02%	3
2025 Q4	$44.1M	Buy	70,352 +53,577	+319%	+$33.3M	4.22%	3
2025 Q3	$10.3M	Buy	16,775 +7,223	+76%	+$4.26M	1.08%	26
2025 Q2	$5.43M	Buy	9,552 +713	+8%	+$375K	0.61%	49
2025 Q1	$4.54M	Sell	8,839 -47	-0.5%	-$25.4K	0.59%	50
2024 Q4	$4.79M	Sell	8,886 -190	-2%	-$103K	0.6%	47
2024 Q3	$4.79M	Buy	9,076 +9	+0.1%	+$4.58K	0.63%	46
2024 Q2	$4.53M	Sell	9,067 -284	-3%	-$137K	0.64%	41
2024 Q1	$4.5M	Buy	+9,351	New	+$4.28M	0.68%	36

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

Spirepoint Private Client's VOO Position: Q2 2026 in Review

Spirepoint Private Client increased its Vanguard S&P 500 ETF (VOO) stake by 18% in Q2 2026, buying an estimated $6.28M and bringing the position to 62,537 shares worth $43M. The position accounts for 3.48% of the portfolio, ranked #4.

Spirepoint Private Client first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. The position peaked at $44.1M in Q4 2025. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Spirepoint Private Client held 62,537 shares of Vanguard S&P 500 ETF worth $43M as of Q2 2026.
Spirepoint Private Client bought 9,417 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.28M.
Vanguard S&P 500 ETF made up 3.48% of Spirepoint Private Client's portfolio in Q2 2026, its #4 holding.
Spirepoint Private Client first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Spirepoint Private Client's Vanguard S&P 500 ETF position peaked at $44.1M in Q4 2025.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.