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

Tortoise 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 		$3.84M Sell
6,418
-241
-4% -$151K 0.32% 69
2025
Q4 		$4.18M Buy
6,659
+906
+16% +$563K 0.37% 68
2025
Q3 		$3.52M Buy
5,753
+139
+2% +$81.9K 0.31% 74
2025
Q2 		$3.19M Buy
5,614
+1,298
+30% +$682K 0.3% 76
2025
Q1 		$2.22M Sell
4,316
-54
-1% -$29.2K 0.23% 82
2024
Q4 		$2.35M Sell
4,370
-473
-10% -$256K 0.25% 79
2024
Q3 		$2.56M Sell
4,843
-400
-8% -$203K 0.27% 79
2024
Q2 		$2.62M Buy
5,243
+7
+0.1% +$3.37K 0.3% 77
2024
Q1 		$2.52M Buy
5,236
+66
+1% +$30.2K 0.31% 71
2023
Q4 		$2.26M Buy
5,170
+5
+0.1% +$2.05K 0.31% 73
2023
Q3 		$2.03M Buy
5,165
+1,608
+45% +$658K 0.3% 74
2023
Q2 		$1.45M Buy
3,557
+309
+10% +$119K 0.22% 87
2023
Q1 		$1.22M Buy
3,248
+826
+34% +$303K 0.19% 91
2022
Q4 		$851K Buy
2,422
+380
+19% +$134K 0.15% 107
2022
Q3 		$670K Buy
2,042
+5
+0.2% +$1.83K 0.13% 108
2022
Q2 		$707K Sell
2,037
-7
-0.3% -$2.64K 0.14% 102
2022
Q1 		$849K Sell
2,044
-69
-3% -$28.2K 0.16% 97
2021
Q4 		$922K Buy
2,113
+44
+2% +$18.6K 0.17% 86
2021
Q3 		$816K Sell
2,069
-90
-4% -$36.5K 0.16% 83
2021
Q2 		$850K Buy
2,159
+820
+61% +$315K 0.18% 80
2021
Q1 		$488K Buy
1,339
+79
+6% +$28K 0.11% 105
2020
Q4 		$433K Sell
1,260
-103
-8% -$33.6K 0.1% 105
2020
Q3 		$419K Sell
1,363
-259
-16% -$78.9K 0.1% 101
2020
Q2 		$460K Sell
1,622
-44
-3% -$11.8K 0.12% 88
2020
Q1 		$395K Sell
1,666
-43
-3% -$12K 0.11% 95
2019
Q4 		$505K Sell
1,709
-47
-3% -$13.3K 0.12% 91
2019
Q3 		$479K Sell
1,756
-23
-1% -$6.24K 0.12% 94
2019
Q2 		$479K Sell
1,779
-33
-2% -$8.73K 0.12% 94
2019
Q1 		$470K Sell
1,812
-29
-2% -$7.24K 0.12% 95
2018
Q4 		$423K Sell
1,841
-40
-2% -$9.91K 0.11% 100
2018
Q3 		$502K Buy
1,881
+114
+6% +$29.8K 0.13% 93
2018
Q2 		$441K Sell
1,767
-54
-3% -$13.4K 0.12% 99
2018
Q1 		$441K Buy
1,821
+8
+0.4% +$2.01K 0.12% 95
2017
Q4 		$445K Buy
1,813
+45
+3% +$10.8K 0.13% 93
2017
Q3 		$408K Sell
1,768
-59
-3% -$13.4K 0.12% 92
2017
Q2 		$406K Buy
1,827
+8
+0.4% +$1.76K 0.13% 88
2017
Q1 		$393K Buy
1,819
+797
+78% +$170K 0.13% 84
2016
Q4 		$210K Buy
1,022
+9
+0.9% +$1.81K 0.07% 107
2016
Q3 		$201K Buy
1,013
+575
+131% +$114K 0.07% 99
2016
Q2 		$84K Buy
438
+51
+13% +$9.71K 0.03% 157
2016
Q1 		$73K Buy
387
+343
+780% +$61.4K 0.03% 164
2015
Q4 		$8K Hold
44
– – ﹤0.01% 324
2015
Q3 		$8K Hold
44
– – ﹤0.01% 308
2015
Q2 		$8K Hold
44
– – ﹤0.01% 331
2015
Q1 		$8K Hold
44
– – ﹤0.01% 316
2014
Q4 		$8K Hold
44
– – ﹤0.01% 337
2014
Q3 		$8K Hold
44
– – ﹤0.01% 317
2014
Q2 		$8K Buy
+44
New +$7.67K ﹤0.01% 329

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Tortoise Investment Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3.6% in Q1 2026, selling an estimated $151K and leaving 6,418 shares worth $3.84M. The position accounts for 0.32% of the portfolio, ranked #69.

Tortoise Investment Management first reported a position in VOO in Q2 2014 and has held it in 48 quarters since. The position peaked at $4.18M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Tortoise Investment Management held 6,418 shares of Vanguard S&P 500 ETF worth $3.84M as of Q1 2026.
  • Tortoise Investment Management sold 241 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $151K.
  • Vanguard S&P 500 ETF made up 0.32% of Tortoise Investment Management's portfolio in Q1 2026, its #69 holding.
  • Tortoise Investment Management first reported a position in Vanguard S&P 500 ETF in Q2 2014 and has held it in 48 quarters since.
  • Tortoise Investment Management's Vanguard S&P 500 ETF position peaked at $4.18M in Q4 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.