Trivant Custom Portfolio Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Trivant Custom Portfolio 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	$960K	Buy	1,607 +615	+62%	+$385K	0.53%	56
2025 Q4	$622K	Sell	992 -258	-21%	-$160K	0.36%	65
2025 Q3	$765K	Buy	1,250 +3	+0.2%	+$1.77K	0.39%	66
2025 Q2	$708K	Sell	1,247 -200	-14%	-$105K	0.39%	66
2025 Q1	$744K	Hold	1,447	–	–	0.43%	61
2024 Q4	$780K	Hold	1,447	–	–	0.46%	49
2024 Q3	$764K	Hold	1,447	–	–	0.44%	50
2024 Q2	$724K	Buy	1,447 +10	+0.7%	+$4.81K	0.44%	48
2024 Q1	$691K	Sell	1,437 -254	-15%	-$116K	0.44%	45
2023 Q4	$738K	Buy	1,691 +1,424	+533%	+$583K	0.49%	42
2023 Q3	$105K	Buy	267 +1	+0.4%	+$409	0.08%	61
2023 Q2	$108K	Buy	266 +170	+177%	+$65.6K	0.08%	63
2023 Q1	$36.1K	Buy	+96	New	+$35.2K	0.03%	139

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

Trivant Custom Portfolio Group's VOO Position: Q1 2026 in Review

Trivant Custom Portfolio Group increased its Vanguard S&P 500 ETF (VOO) stake by 62% in Q1 2026, buying an estimated $385K and bringing the position to 1,607 shares worth $960K. The position accounts for 0.53% of the portfolio, ranked #56.

Trivant Custom Portfolio Group first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Trivant Custom Portfolio Group held 1,607 shares of Vanguard S&P 500 ETF worth $960K as of Q1 2026.
Trivant Custom Portfolio Group bought 615 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $385K.
Vanguard S&P 500 ETF made up 0.53% of Trivant Custom Portfolio Group's portfolio in Q1 2026, its #56 holding.
Trivant Custom Portfolio Group first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.