Triumph Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Triumph Capital 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	$1.66M	Sell	2,414 -19	-0.8%	-$12.7K	0.3%	76
2026 Q1	$1.45M	Buy	2,433 +458	+23%	+$286K	0.3%	80
2025 Q4	$1.24M	Buy	1,975 +893	+83%	+$555K	0.27%	80
2025 Q3	$663K	Sell	1,082 -209	-16%	-$123K	0.18%	130
2025 Q2	$733K	Buy	1,291 +229	+22%	+$120K	0.22%	109
2025 Q1	$546K	Sell	1,062 -20	-2%	-$10.8K	0.18%	148
2024 Q4	$583K	Buy	1,082 +67	+7%	+$36.3K	0.2%	133
2024 Q3	$537K	Buy	1,015 +90	+10%	+$45.7K	0.19%	131
2024 Q2	$464K	Buy	925 +361	+64%	+$174K	0.18%	134
2024 Q1	$271K	Buy	+564	New	+$258K	0.11%	172
2023 Q4	–	Sell	-2,706	Closed	-$1.07M	–	257
2023 Q3	$1.07M	Sell	2,706 -658	-20%	-$269K	0.48%	50
2023 Q2	$1.38M	Buy	3,364 +2,618	+351%	+$1.01M	0.62%	34
2023 Q1	$281K	Sell	746 -2,764	-79%	-$1.01M	0.14%	141
2022 Q4	$1.23M	Sell	3,510 -389	-10%	-$137K	0.66%	31
2022 Q3	$1.29M	Buy	3,899 +1,893	+94%	+$691K	0.7%	33
2022 Q2	$699K	Sell	2,006 -328	-14%	-$124K	0.37%	58
2022 Q1	$969K	Sell	2,334 -995	-30%	-$407K	0.42%	58
2021 Q4	$1.45M	Buy	3,329 +959	+40%	+$405K	0.63%	35
2021 Q3	$938K	Buy	2,370 +354	+18%	+$144K	0.44%	55
2021 Q2	$808K	Buy	+2,016	New	+$774K	0.47%	51

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

Triumph Capital Management's VOO Position: Q2 2026 in Review

Triumph Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.78% in Q2 2026, selling an estimated $12.7K and leaving 2,414 shares worth $1.66M. The position accounts for 0.3% of the portfolio, ranked #76.

Triumph Capital Management first reported a position in VOO in Q2 2021 and has held it in 20 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Triumph Capital Management held 2,414 shares of Vanguard S&P 500 ETF worth $1.66M as of Q2 2026.
Triumph Capital Management sold 19 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $12.7K.
Vanguard S&P 500 ETF made up 0.3% of Triumph Capital Management's portfolio in Q2 2026, its #76 holding.
Triumph Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 20 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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