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

Stevens Capital Partners’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	$520K	Buy	757 +130	+21%	+$86.7K	0.1%	94
2026 Q1	$375K	Buy	627 +75	+14%	+$46.9K	0.09%	96
2025 Q4	$346K	Sell	552 -242	-30%	-$150K	0.09%	84
2025 Q3	$486K	Buy	794 +149	+23%	+$87.8K	0.15%	70
2025 Q2	$375K	Buy	645 +131	+25%	+$68.8K	0.13%	65
2025 Q1	$264K	Buy	514 +47	+10%	+$25.4K	0.12%	57
2024 Q4	$251K	Buy	467 +2	+0.4%	+$1.08K	0.11%	61
2024 Q3	$245K	Buy	+465	New	+$236K	0.12%	58

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

Stevens Capital Partners's VOO Position: Q2 2026 in Review

Stevens Capital Partners increased its Vanguard S&P 500 ETF (VOO) stake by 21% in Q2 2026, buying an estimated $86.7K and bringing the position to 757 shares worth $520K. The position accounts for 0.1% of the portfolio, ranked #94.

Stevens Capital Partners first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Stevens Capital Partners held 757 shares of Vanguard S&P 500 ETF worth $520K as of Q2 2026.
Stevens Capital Partners bought 130 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $86.7K.
Vanguard S&P 500 ETF made up 0.1% of Stevens Capital Partners's portfolio in Q2 2026, its #94 holding.
Stevens Capital Partners first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.