Tevis Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Tevis Investment 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	$714K	Hold	1,039	–	–	0.39%	61
2026 Q1	$621K	Buy	1,039 +6	+0.6%	+$3.75K	0.35%	62
2025 Q4	$634K	Hold	1,033	–	–	0.38%	69
2025 Q3	$634K	Sell	1,033 -22	-2%	-$13K	0.38%	69
2025 Q2	$601K	Sell	1,055 -55	-5%	-$28.9K	0.39%	67
2025 Q1	$598K	Hold	1,110	–	–	0.44%	63
2024 Q4	$598K	Buy	+1,110	New	+$601K	0.44%	63
2022 Q4	–	Sell	-47	Closed	-$15K	–	192
2022 Q3	$15K	Hold	47	–	–	0.01%	322
2022 Q2	$16K	Buy	47 +4	+9%	+$1.51K	0.02%	313
2022 Q1	$18K	Buy	43 +12	+39%	+$4.91K	0.02%	306
2021 Q4	$14K	Buy	+31	New	+$13.1K	0.01%	391

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Tevis Investment Management's VOO Position: Q2 2026 in Review

Tevis Investment Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,039 shares worth $714K. The position accounts for 0.39% of the portfolio, ranked #61.

Tevis Investment Management first reported a position in VOO in Q4 2021 and has held it in 11 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Tevis Investment Management held 1,039 shares of Vanguard S&P 500 ETF worth $714K as of Q2 2026.
Tevis Investment Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.39% of Tevis Investment Management's portfolio in Q2 2026, its #61 holding.
Tevis Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 11 quarters since.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.