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

Steele 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 Q2	$155M	Buy	225,206 +1,307	+0.6%	+$871K	5.69%	5
2026 Q1	$134M	Buy	223,899 +4,942	+2%	+$3.09M	5.54%	5
2025 Q4	$137M	Buy	218,957 +2,353	+1%	+$1.46M	5.89%	4
2025 Q3	$133M	Buy	216,604 +6,095	+3%	+$3.59M	5.9%	4
2025 Q2	$120M	Buy	210,509 +1,092	+0.5%	+$574K	5.75%	5
2025 Q1	$108M	Buy	209,417 +2,822	+1%	+$1.53M	5.61%	4
2024 Q4	$111M	Buy	206,595 +2,780	+1%	+$1.51M	5.8%	4
2024 Q3	$108M	Buy	203,815 +44,509	+28%	+$22.6M	5.64%	4
2024 Q2	$80M	Buy	159,306 +1,995	+1%	+$960K	4.46%	6
2024 Q1	$75.6M	Buy	157,311 +53,377	+51%	+$24.4M	4.34%	7
2023 Q4	$45.4M	Buy	+103,934	New	+$42.6M	2.95%	13

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Steele Capital Management's VOO Position: Q2 2026 in Review

Steele Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.58% in Q2 2026, buying an estimated $871K and bringing the position to 225,206 shares worth $155M. The position accounts for 5.69% of the portfolio, ranked #5.

Steele Capital Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Steele Capital Management held 225,206 shares of Vanguard S&P 500 ETF worth $155M as of Q2 2026.
Steele Capital Management bought 1,307 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $871K.
Vanguard S&P 500 ETF made up 5.69% of Steele Capital Management's portfolio in Q2 2026, its #5 holding.
Steele Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.