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

Truvestments Capital’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	$97.5K	Sell	142 -60	-30%	-$40K	0.01%	406
2026 Q1	$121K	Hold	202	–	–	0.02%	356
2025 Q4	$127K	Hold	202	–	–	0.02%	308
2025 Q3	$124K	Buy	202 +60	+42%	+$35.4K	0.02%	319
2025 Q2	$80.7K	Hold	142	–	–	0.02%	319
2025 Q1	$73K	Hold	142	–	–	0.02%	334
2024 Q4	$76.5K	Hold	142	–	–	0.02%	311
2024 Q3	$74.9K	Buy	+142	New	+$72.2K	0.02%	311
2024 Q2	–	Sell	-2	Closed	-$961	–	675
2024 Q1	$961	Sell	2 -42	-95%	-$19.2K	﹤0.01%	651
2023 Q4	$19.2K	Buy	44 +42	+2,100%	+$17.2K	0.01%	446
2023 Q3	$785	Hold	2	–	–	﹤0.01%	635
2023 Q2	$815	Hold	2	–	–	﹤0.01%	636
2023 Q1	$752	Hold	2	–	–	﹤0.01%	621
2022 Q4	$703	Hold	2	–	–	﹤0.01%	851
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	608
2022 Q2	$1K	Buy	+2	New	+$753	﹤0.01%	628
2018 Q3	$31K	Buy	+115	New	+$30.1K	0.01%	452

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 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Truvestments Capital's VOO Position: Q2 2026 in Review

Truvestments Capital reduced its Vanguard S&P 500 ETF (VOO) stake by 30% in Q2 2026, selling an estimated $40K and leaving 142 shares worth $97.5K. The position accounts for 0.01% of the portfolio, ranked #406.

Truvestments Capital first reported a position in VOO in Q3 2018 and has held it in 17 quarters since. The position peaked at $127K in Q4 2025. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Truvestments Capital held 142 shares of Vanguard S&P 500 ETF worth $97.5K as of Q2 2026.
Truvestments Capital sold 60 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $40K.
Vanguard S&P 500 ETF made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #406 holding.
Truvestments Capital first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 17 quarters since.
Truvestments Capital's Vanguard S&P 500 ETF position peaked at $127K in Q4 2025.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.