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

Sunbeam 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 		$21.4M Buy
31,141
+162
+0.5% +$108K 9.78% 2
2026
Q1 		$18.5M Buy
30,979
+608
+2% +$380K 10.6% 2
2025
Q4 		$19M Buy
30,371
+168
+0.6% +$104K 11.29% 2
2025
Q3 		$18.5M Buy
30,203
+9,978
+49% +$5.88M 11.53% 2
2025
Q2 		$11.5M Buy
20,225
+2,485
+14% +$1.31M 8.73% 2
2025
Q1 		$9.12M Buy
17,740
+2,724
+18% +$1.47M 8.68% 2
2024
Q4 		$8.09M Buy
+15,016
New +$8.13M 7.51% 2

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Sunbeam Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.52% in Q2 2026, buying an estimated $108K and bringing the position to 31,141 shares worth $21.4M. The position accounts for 9.78% of the portfolio, ranked #2.

Sunbeam Capital Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sunbeam Capital Management held 31,141 shares of Vanguard S&P 500 ETF worth $21.4M as of Q2 2026.
  • Sunbeam Capital Management bought 162 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $108K.
  • Vanguard S&P 500 ETF made up 9.78% of Sunbeam Capital Management's portfolio in Q2 2026, its #2 holding.
  • Sunbeam Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.