Tarbox Family Office’s Vanguard S&P 500 ETF VOO Stock Holding History

Tarbox Family Office’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	$628K	Hold	1,051	–	–	0.1%	57
2025 Q4	$659K	Sell	1,051 -164	-13%	-$102K	0.11%	60
2025 Q3	$744K	Hold	1,215	–	–	0.11%	54
2025 Q2	$690K	Hold	1,215	–	–	0.1%	56
2025 Q1	$625K	Hold	1,215	–	–	0.1%	60
2024 Q4	$655K	Hold	1,215	–	–	0.11%	54
2024 Q3	$641K	Sell	1,215 -3	-0.2%	-$1.52K	0.11%	57
2024 Q2	$609K	Hold	1,218	–	–	0.11%	56
2024 Q1	$586K	Hold	1,218	–	–	0.1%	58
2023 Q4	$532K	Buy	1,218 +1	+0.1%	+$409	0.1%	52
2023 Q3	$478K	Hold	1,217	–	–	0.1%	57
2023 Q2	$496K	Hold	1,217	–	–	0.1%	62
2023 Q1	$458K	Hold	1,217	–	–	0.09%	56
2022 Q4	$428K	Hold	1,217	–	–	0.09%	61
2022 Q3	$422K	Hold	1,217	–	–	0.1%	56
2022 Q2	$422K	Hold	1,217	–	–	0.09%	69
2022 Q1	$505K	Hold	1,217	–	–	0.1%	49
2021 Q4	$531K	Hold	1,217	–	–	0.09%	71
2021 Q3	$480K	Sell	1,217 -97	-7%	-$39.4K	0.09%	75
2021 Q2	$517K	Hold	1,314	–	–	0.09%	78
2021 Q1	$479K	Hold	1,314	–	–	0.09%	73
2020 Q4	$452K	Hold	1,314	–	–	0.09%	75
2020 Q3	$404K	Hold	1,314	–	–	0.1%	73
2020 Q2	$372K	Buy	1,314 +510	+63%	+$137K	0.1%	74
2020 Q1	$190K	Buy	804 +194	+32%	+$54.4K	0.06%	105
2019 Q4	$180K	Hold	610	–	–	0.05%	113
2019 Q3	$166K	Buy	610 +17	+3%	+$4.61K	0.05%	96
2019 Q2	$160K	Hold	593	–	–	0.05%	98
2019 Q1	$154K	Hold	593	–	–	0.06%	97
2018 Q4	$136K	Hold	593	–	–	0.06%	99
2018 Q3	$158K	Hold	593	–	–	0.06%	100
2018 Q2	$148K	Hold	593	–	–	0.06%	95
2018 Q1	$144K	Hold	593	–	–	0.06%	100
2017 Q4	$145K	Buy	+593	New	+$142K	0.06%	97

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Tarbox Family Office's VOO Position: Q1 2026 in Review

Tarbox Family Office held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 1,051 shares worth $628K. The position accounts for 0.1% of the portfolio, ranked #57.

Tarbox Family Office first reported a position in VOO in Q4 2017 and has held it in 34 quarters since. The position peaked at $744K in Q3 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Tarbox Family Office held 1,051 shares of Vanguard S&P 500 ETF worth $628K as of Q1 2026.
Tarbox Family Office left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.1% of Tarbox Family Office's portfolio in Q1 2026, its #57 holding.
Tarbox Family Office first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
Tarbox Family Office's Vanguard S&P 500 ETF position peaked at $744K in Q3 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.