TCP Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

TCP Asset 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	$2.57M	Buy	3,744 +104	+3%	+$69.3K	0.29%	40
2026 Q1	$2.18M	Buy	3,640 +58	+2%	+$36.3K	0.28%	42
2025 Q4	$2.25M	Sell	3,582 -37	-1%	-$23K	0.38%	31
2025 Q3	$2.22M	Buy	3,619 +65	+2%	+$38.3K	0.4%	30
2025 Q2	$2.02M	Sell	3,554 -193	-5%	-$101K	0.4%	27
2025 Q1	$1.93M	Buy	3,747 +182	+5%	+$98.4K	0.43%	28
2024 Q4	$1.92M	Sell	3,565 -4	-0.1%	-$2.17K	0.42%	27
2024 Q3	$1.88M	Buy	3,569 +5	+0.1%	+$2.54K	0.43%	27
2024 Q2	$1.78M	Sell	3,564 -108	-3%	-$52K	0.45%	27
2024 Q1	$1.76M	Buy	3,672 +414	+13%	+$189K	0.47%	27
2023 Q4	$1.42M	Buy	3,258 +12	+0.4%	+$4.91K	0.53%	31
2023 Q3	$1.27M	Sell	3,246 -117	-3%	-$47.8K	0.55%	32
2023 Q2	$1.37M	Buy	3,363 +1,529	+83%	+$590K	0.58%	32
2023 Q1	$690K	Sell	1,834 -54	-3%	-$19.8K	0.38%	34
2022 Q4	$663K	Buy	+1,888	New	+$667K	0.52%	30

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TCP Asset Management's VOO Position: Q2 2026 in Review

TCP Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q2 2026, buying an estimated $69.3K and bringing the position to 3,744 shares worth $2.57M. The position accounts for 0.29% of the portfolio, ranked #40.

TCP Asset Management first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

TCP Asset Management held 3,744 shares of Vanguard S&P 500 ETF worth $2.57M as of Q2 2026.
TCP Asset Management bought 104 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $69.3K.
Vanguard S&P 500 ETF made up 0.29% of TCP Asset Management's portfolio in Q2 2026, its #40 holding.
TCP Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.