Towercrest Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Towercrest Capital 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	$1.1M	Buy	1,845 +160	+9%	+$100K	0.17%	53
2025 Q4	$1.06M	Sell	1,685 -67	-4%	-$41.6K	0.17%	54
2025 Q3	$1.07M	Buy	1,752 +802	+84%	+$473K	0.17%	53
2025 Q2	$539K	Hold	950	–	–	0.1%	65
2025 Q1	$488K	Sell	950 -139	-13%	-$75.1K	0.09%	64
2024 Q4	$587K	Buy	1,089 +5	+0.5%	+$2.71K	0.09%	63
2024 Q3	$572K	Buy	1,084 +3	+0.3%	+$1.52K	0.09%	67
2024 Q2	$541K	Buy	1,081 +6	+0.6%	+$2.89K	0.09%	68
2024 Q1	$517K	Buy	1,075 +109	+11%	+$49.9K	0.09%	70
2023 Q4	$422K	Buy	966 +1	+0.1%	+$409	0.08%	75
2023 Q3	$379K	Buy	965 +1	+0.1%	+$409	0.07%	77
2023 Q2	$393K	Buy	964 +371	+63%	+$143K	0.07%	74
2023 Q1	$223K	Buy	593 +2	+0.3%	+$733	0.05%	93
2022 Q4	$208K	Buy	+591	New	+$209K	0.05%	90

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

Towercrest Capital Management's VOO Position: Q1 2026 in Review

Towercrest Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 9.5% in Q1 2026, buying an estimated $100K and bringing the position to 1,845 shares worth $1.1M. The position accounts for 0.17% of the portfolio, ranked #53.

Towercrest Capital Management first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Towercrest Capital Management held 1,845 shares of Vanguard S&P 500 ETF worth $1.1M as of Q1 2026.
Towercrest Capital Management bought 160 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $100K.
Vanguard S&P 500 ETF made up 0.17% of Towercrest Capital Management's portfolio in Q1 2026, its #53 holding.
Towercrest Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.