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

Trifecta 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 Q2	$1.81M	Buy	2,631 +135	+5%	+$90K	0.23%	54
2026 Q1	$1.49M	Buy	2,496 +364	+17%	+$228K	0.23%	54
2025 Q4	$1.34M	Hold	2,132	–	–	0.2%	57
2025 Q3	$1.31M	Buy	2,132 +150	+8%	+$88.4K	0.2%	56
2025 Q2	$1.13M	Buy	1,982 +598	+43%	+$314K	0.19%	56
2025 Q1	$711K	Buy	1,384 +255	+23%	+$138K	0.15%	55
2024 Q4	$608K	Buy	1,129 +91	+9%	+$49.3K	0.12%	60
2024 Q3	$548K	Hold	1,038	–	–	0.11%	60
2024 Q2	$519K	Sell	1,038 -21	-2%	-$10.1K	0.11%	62
2024 Q1	$509K	Sell	1,059 -23	-2%	-$10.5K	0.12%	68
2023 Q4	$472K	Buy	1,082 +471	+77%	+$193K	0.13%	67
2023 Q3	$240K	Sell	611 -17	-3%	-$6.95K	0.08%	77
2023 Q2	$256K	Hold	628	–	–	0.08%	78
2023 Q1	$236K	Hold	628	–	–	0.08%	78
2022 Q4	$221K	Buy	+628	New	+$222K	0.09%	82

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

Trifecta Capital Advisors's VOO Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5.4% in Q2 2026, buying an estimated $90K and bringing the position to 2,631 shares worth $1.81M. The position accounts for 0.23% of the portfolio, ranked #54.

Trifecta Capital Advisors first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Trifecta Capital Advisors held 2,631 shares of Vanguard S&P 500 ETF worth $1.81M as of Q2 2026.
Trifecta Capital Advisors bought 135 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $90K.
Vanguard S&P 500 ETF made up 0.23% of Trifecta Capital Advisors's portfolio in Q2 2026, its #54 holding.
Trifecta Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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