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Triasima Portfolio Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Triasima Portfolio 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 		$4.19M Sell
6,102
-190
-3% -$127K 0.57% 62
2026
Q1 		$3.76M Sell
6,292
-95
-1% -$59.4K 0.57% 64
2025
Q4 		$4.01M Buy
6,387
+44
+0.7% +$27.3K 0.6% 52
2025
Q3 		$3.88M Sell
6,343
-492
-7% -$290K 0.59% 58
2025
Q2 		$3.88M Buy
6,835
+335
+5% +$176K 0.71% 50
2025
Q1 		$3.34M Sell
6,500
-189
-3% -$102K 0.66% 52
2024
Q4 		$3.6M Sell
6,689
-3,400
-34% -$1.84M 0.7% 46
2024
Q3 		$5.32M Sell
10,089
-231
-2% -$117K 1.2% 27
2024
Q2 		$5.16M Sell
10,320
-79
-0.8% -$38K 0.47% 42
2024
Q1 		$5M Sell
10,399
-200
-2% -$91.5K 0.42% 47
2023
Q4 		$4.63M Buy
10,599
+74
+0.7% +$30.3K 0.38% 48
2023
Q3 		$4.13M Sell
10,525
-908
-8% -$371K 0.38% 50
2023
Q2 		$6.17M Buy
11,433
+15
+0.1% +$5.79K 0.39% 49
2023
Q1 		$4.29M Buy
11,418
+1,501
+15% +$550K 0.36% 51
2022
Q4 		$3.48M Buy
9,917
+300
+3% +$106K 0.27% 59
2022
Q3 		$3.16M Sell
9,617
-609
-6% -$222K 0.26% 57
2022
Q2 		$3.55M Buy
10,226
+382
+4% +$144K 0.25% 51
2022
Q1 		$4.09M Buy
9,844
+36
+0.4% +$14.7K 0.2% 56
2021
Q4 		$4.28M Sell
9,808
-505
-5% -$213K 0.21% 55
2021
Q3 		$4.07M Sell
10,313
-142
-1% -$57.6K 0.22% 55
2021
Q2 		$4.11M Sell
10,455
-125
-1% -$48K 0.2% 55
2021
Q1 		$3.85M Buy
10,580
+20
+0.2% +$7.09K 0.19% 57
2020
Q4 		$3.63M Buy
+10,560
New +$3.44M 0.21% 52

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Triasima Portfolio Management's VOO Position: Q2 2026 in Review

Triasima Portfolio Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3% in Q2 2026, selling an estimated $127K and leaving 6,102 shares worth $4.19M. The position accounts for 0.57% of the portfolio, ranked #62.

Triasima Portfolio Management first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.17M in Q2 2023. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Triasima Portfolio Management held 6,102 shares of Vanguard S&P 500 ETF worth $4.19M as of Q2 2026.
  • Triasima Portfolio Management sold 190 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $127K.
  • Vanguard S&P 500 ETF made up 0.57% of Triasima Portfolio Management's portfolio in Q2 2026, its #62 holding.
  • Triasima Portfolio Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Triasima Portfolio Management's Vanguard S&P 500 ETF position peaked at $6.17M in Q2 2023.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.