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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Triumph Capital Management's VOO Position: Q1 2026 in Review

Triumph Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 23% in Q1 2026, buying an estimated $286K and bringing the position to 2,433 shares worth $1.45M. The position accounts for 0.3% of the portfolio, ranked #80.

Triumph Capital Management first reported a position in VOO in Q2 2021 and has held it in 19 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Triumph Capital Management held 2,433 shares of Vanguard S&P 500 ETF worth $1.45M as of Q1 2026.
  • Triumph Capital Management bought 458 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $286K.
  • Vanguard S&P 500 ETF made up 0.3% of Triumph Capital Management's portfolio in Q1 2026, its #80 holding.
  • Triumph Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 19 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.