TCV Trust & Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

TCV Trust & Wealth 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	$3.19M	Buy	4,644 +227	+5%	+$151K	0.24%	71
2026 Q1	$2.64M	Sell	4,417 -94	-2%	-$58.8K	0.22%	73
2025 Q4	$2.83M	Buy	4,511 +105	+2%	+$65.3K	0.23%	73
2025 Q3	$2.7M	Buy	4,406 +27	+0.6%	+$15.9K	0.23%	72
2025 Q2	$2.49M	Buy	4,379 +283	+7%	+$149K	0.22%	73
2025 Q1	$2.1M	Buy	4,096 +623	+18%	+$337K	0.2%	76
2024 Q4	$1.87M	Buy	3,473 +555	+19%	+$301K	0.17%	76
2024 Q3	$1.54M	Hold	2,918	–	–	0.14%	83
2024 Q2	$1.46M	Hold	2,918	–	–	0.14%	82
2024 Q1	$1.4M	Hold	2,918	–	–	0.13%	86
2023 Q4	$1.27M	Buy	2,918 +436	+18%	+$178K	0.13%	88
2023 Q3	$975K	Sell	2,482 -123	-5%	-$50.3K	0.11%	96
2023 Q2	$1.06M	Hold	2,605	–	–	0.11%	94
2023 Q1	$980K	Buy	2,605 +770	+42%	+$282K	0.11%	101
2022 Q4	$645K	Sell	1,835 -25	-1%	-$8.83K	0.07%	129
2022 Q3	$610K	Buy	1,860 +21	+1%	+$7.67K	0.08%	121
2022 Q2	$638K	Hold	1,839	–	–	0.08%	124
2022 Q1	$763K	Hold	1,839	–	–	0.08%	125
2021 Q4	$803K	Hold	1,839	–	–	0.08%	124
2021 Q3	$725K	Buy	1,839 +20	+1%	+$8.11K	0.08%	123
2021 Q2	$715K	Hold	1,819	–	–	0.08%	121
2021 Q1	$663K	Hold	1,819	–	–	0.08%	123
2020 Q4	$625K	Hold	1,819	–	–	0.08%	122
2020 Q3	$559K	Hold	1,819	–	–	0.08%	119
2020 Q2	$516K	Hold	1,819	–	–	0.07%	118
2020 Q1	$430K	Hold	1,819	–	–	0.07%	123
2019 Q4	$539K	Buy	1,819 +24	+1%	+$6.79K	0.07%	119
2019 Q3	$489K	Hold	1,795	–	–	0.06%	131
2019 Q2	$483K	Hold	1,795	–	–	0.06%	131
2019 Q1	$466K	Sell	1,795 -235	-12%	-$58.7K	0.06%	137
2018 Q4	$467K	Sell	2,030 -157	-7%	-$38.9K	0.07%	136
2018 Q3	$584K	Hold	2,187	–	–	0.08%	131
2018 Q2	$545K	Buy	2,187 +83	+4%	+$20.6K	0.08%	131
2018 Q1	$509K	Buy	2,104 +1,145	+119%	+$287K	0.07%	133
2017 Q4	$235K	Buy	+959	New	+$229K	0.03%	175

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

TCV Trust & Wealth Management's VOO Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 5.1% in Q2 2026, buying an estimated $151K and bringing the position to 4,644 shares worth $3.19M. The position accounts for 0.24% of the portfolio, ranked #71.

TCV Trust & Wealth Management first reported a position in VOO in Q4 2017 and has held it in 35 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

TCV Trust & Wealth Management held 4,644 shares of Vanguard S&P 500 ETF worth $3.19M as of Q2 2026.
TCV Trust & Wealth Management bought 227 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $151K.
Vanguard S&P 500 ETF made up 0.24% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #71 holding.
TCV Trust & Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.