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 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

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

Transcendent Capital Group's VOO Position: Q1 2026 in Review

Transcendent Capital Group reduced its Vanguard S&P 500 ETF (VOO) stake by 10% in Q1 2026, selling an estimated $43.2K and leaving 607 shares worth $363K. The position accounts for 0.17% of the portfolio, ranked #87.

Transcendent Capital Group first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $424K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Transcendent Capital Group held 607 shares of Vanguard S&P 500 ETF worth $363K as of Q1 2026.
Transcendent Capital Group sold 69 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $43.2K.
Vanguard S&P 500 ETF made up 0.17% of Transcendent Capital Group's portfolio in Q1 2026, its #87 holding.
Transcendent Capital Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Transcendent Capital Group's Vanguard S&P 500 ETF position peaked at $424K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Transcendent Capital Group's 13F filing for Q1 2026, filed 27 Apr 2026.