Tidemark’s Vanguard S&P 500 ETF VOO Stock Holding History

Tidemark’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	$1.14M	Buy	1,659 +166	+11%	+$111K	0.26%	53
2026 Q1	$892K	Sell	1,493 -19	-1%	-$11.9K	0.23%	57
2025 Q4	$948K	Sell	1,512 -269	-15%	-$167K	0.27%	54
2025 Q3	$1.09M	Hold	1,781	–	–	0.32%	48
2025 Q2	$1.01M	Buy	1,781 +38	+2%	+$20K	0.33%	43
2025 Q1	$896K	Buy	1,743 +199	+13%	+$108K	0.33%	45
2024 Q4	$832K	Buy	1,544 +329	+27%	+$178K	0.32%	46
2024 Q3	$642K	Sell	1,215 -1	-0.1%	-$508	0.26%	53
2024 Q2	$608K	Buy	1,216 +29	+2%	+$14K	0.28%	55
2024 Q1	$570K	Buy	1,187 +359	+43%	+$164K	0.32%	66
2023 Q4	$361K	Buy	+828	New	+$339K	0.23%	72

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

Tidemark's VOO Position: Q2 2026 in Review

Tidemark increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, buying an estimated $111K and bringing the position to 1,659 shares worth $1.14M. The position accounts for 0.26% of the portfolio, ranked #53.

Tidemark first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Tidemark held 1,659 shares of Vanguard S&P 500 ETF worth $1.14M as of Q2 2026.
Tidemark bought 166 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $111K.
Vanguard S&P 500 ETF made up 0.26% of Tidemark's portfolio in Q2 2026, its #53 holding.
Tidemark first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.