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 Q2	$1.29M	Buy	1,876 +31	+2%	+$20.7K	0.18%	49
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

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

Towercrest Capital Management's VOO Position: Q2 2026 in Review

Towercrest Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, buying an estimated $20.7K and bringing the position to 1,876 shares worth $1.29M. The position accounts for 0.18% of the portfolio, ranked #49.

Towercrest Capital Management first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Towercrest Capital Management held 1,876 shares of Vanguard S&P 500 ETF worth $1.29M as of Q2 2026.
Towercrest Capital Management bought 31 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $20.7K.
Vanguard S&P 500 ETF made up 0.18% of Towercrest Capital Management's portfolio in Q2 2026, its #49 holding.
Towercrest Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.