Transcendent Capital Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Transcendent Capital Group’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	$477K	Buy	695 +88	+14%	+$58.7K	0.19%	92
2026 Q1	$363K	Sell	607 -69	-10%	-$43.2K	0.17%	87
2025 Q4	$424K	Buy	676 +109	+19%	+$67.7K	0.19%	76
2025 Q3	$347K	Buy	567 +150	+36%	+$88.4K	0.16%	93
2025 Q2	$237K	Buy	417 +18	+5%	+$9.46K	0.12%	93
2025 Q1	$205K	Buy	399 +38	+11%	+$20.5K	0.12%	86
2024 Q4	$194K	Buy	361 +21	+6%	+$11.4K	0.1%	100
2024 Q3	$179K	Buy	340 +98	+40%	+$49.8K	0.09%	112
2024 Q2	$121K	Hold	242	–	–	0.07%	123
2024 Q1	$116K	Sell	242 -1	-0.4%	-$458	0.07%	127
2023 Q4	$106K	Buy	+243	New	+$99.5K	0.07%	105

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

Transcendent Capital Group's VOO Position: Q2 2026 in Review

Transcendent Capital Group increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q2 2026, buying an estimated $58.7K and bringing the position to 695 shares worth $477K. The position accounts for 0.19% of the portfolio, ranked #92.

Transcendent Capital Group first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Transcendent Capital Group held 695 shares of Vanguard S&P 500 ETF worth $477K as of Q2 2026.
Transcendent Capital Group bought 88 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $58.7K.
Vanguard S&P 500 ETF made up 0.19% of Transcendent Capital Group's portfolio in Q2 2026, its #92 holding.
Transcendent Capital Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.