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 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

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

Tevis Investment Management's VOO Position: Q1 2026 in Review

Tevis Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.58% in Q1 2026, buying an estimated $3.75K and bringing the position to 1,039 shares worth $621K. The position accounts for 0.35% of the portfolio, ranked #62.

Tevis Investment Management first reported a position in VOO in Q4 2021 and has held it in 10 quarters since. The position peaked at $634K in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Tevis Investment Management held 1,039 shares of Vanguard S&P 500 ETF worth $621K as of Q1 2026.
Tevis Investment Management bought 6 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.75K.
Vanguard S&P 500 ETF made up 0.35% of Tevis Investment Management's portfolio in Q1 2026, its #62 holding.
Tevis Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 10 quarters since.
Tevis Investment Management's Vanguard S&P 500 ETF position peaked at $634K in Q4 2025.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.