TCA
VOO icon

Transcend Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Transcend Capital Advisors’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 		$7.81M Sell
13,067
-1,245
-9% -$779K 0.62% 31
2025
Q4 		$8.98M Sell
14,312
-523
-4% -$325K 0.69% 30
2025
Q3 		$9.08M Buy
14,835
+881
+6% +$519K 0.64% 33
2025
Q2 		$7.93M Buy
13,954
+602
+5% +$316K 0.61% 33
2025
Q1 		$6.86M Buy
13,352
+1,029
+8% +$556K 0.49% 42
2024
Q4 		$6.64M Buy
12,323
+1,354
+12% +$733K 0.48% 44
2024
Q3 		$5.79M Buy
10,969
+347
+3% +$176K 0.39% 58
2024
Q2 		$5.31M Sell
10,622
-789
-7% -$380K 0.39% 56
2024
Q1 		$5.49M Buy
11,411
+3,215
+39% +$1.47M 0.44% 48
2023
Q4 		$3.58M Buy
8,196
+450
+6% +$184K 0.32% 72
2023
Q3 		$3.04M Buy
7,746
+5
+0.1% +$2.04K 0.3% 74
2023
Q2 		$3.15M Buy
7,741
+201
+3% +$77.5K 0.3% 77
2023
Q1 		$2.84M Buy
7,540
+435
+6% +$160K 0.3% 85
2022
Q4 		$2.5M Sell
7,105
-65
-0.9% -$23K 0.27% 93
2022
Q3 		$2.35M Buy
7,170
+464
+7% +$169K 0.26% 101
2022
Q2 		$2.33M Buy
6,706
+3,509
+110% +$1.32M 0.24% 113
2022
Q1 		$1.33M Buy
3,197
+1,250
+64% +$512K 0.12% 186
2021
Q4 		$850K Buy
1,947
+1,449
+291% +$612K 0.08% 230
2021
Q3 		$209K Sell
498
-443
-47% -$180K 0.02% 449
2021
Q2 		$369K Hold
941
– – 0.05% 231
2021
Q1 		$342K Sell
941
-48
-5% -$17K 0.04% 292
2020
Q4 		$340K Buy
989
+221
+29% +$72K 0.04% 276
2020
Q3 		$236K Buy
+768
New +$234K 0.04% 224

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

Transcend Capital Advisors's VOO Position: Q1 2026 in Review

Transcend Capital Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 8.7% in Q1 2026, selling an estimated $779K and leaving 13,067 shares worth $7.81M. The position accounts for 0.62% of the portfolio, ranked #31.

Transcend Capital Advisors first reported a position in VOO in Q3 2020 and has held it in 23 quarters since. The position peaked at $9.08M in Q3 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Transcend Capital Advisors held 13,067 shares of Vanguard S&P 500 ETF worth $7.81M as of Q1 2026.
  • Transcend Capital Advisors sold 1,245 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $779K.
  • Vanguard S&P 500 ETF made up 0.62% of Transcend Capital Advisors's portfolio in Q1 2026, its #31 holding.
  • Transcend Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 23 quarters since.
  • Transcend Capital Advisors's Vanguard S&P 500 ETF position peaked at $9.08M in Q3 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.