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

Swan Capital’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
Q1 		$593K Buy
992
+180
+22% +$113K 0.22% 27
2025
Q4 		$509K Hold
812
– – 0.2% 30
2025
Q3 		$497K Hold
812
– – 0.2% 28
2025
Q2 		$461K Sell
812
-10
-1% -$5.26K 0.2% 29
2025
Q1 		$422K Buy
822
+10
+1% +$5.41K 0.2% 26
2024
Q4 		$438K Hold
812
– – 0.21% 27
2024
Q3 		$428K Hold
812
– – 0.21% 26
2024
Q2 		$406K Hold
812
– – 0.22% 28
2024
Q1 		$390K Buy
+812
New +$372K 0.22% 27

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Swan Capital's VOO Position: Q1 2026 in Review

Swan Capital increased its Vanguard S&P 500 ETF (VOO) stake by 22% in Q1 2026, buying an estimated $113K and bringing the position to 992 shares worth $593K. The position accounts for 0.22% of the portfolio, ranked #27.

Swan Capital first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Swan Capital held 992 shares of Vanguard S&P 500 ETF worth $593K as of Q1 2026.
  • Swan Capital bought 180 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $113K.
  • Vanguard S&P 500 ETF made up 0.22% of Swan Capital's portfolio in Q1 2026, its #27 holding.
  • Swan Capital first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.