Twele Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $65.8M | Sell |
95,820
-2,950
| -3% | -$1.97M | 10.75% | 2 |
|
|
2026
Q1 | $59M | Buy |
98,770
+2,490
| +3% | +$1.56M | 10.52% | 2 |
|
|
2025
Q4 | $60.4M | Buy |
96,280
+345
| +0.4% | +$214K | 10.79% | 2 |
|
|
2025
Q3 | $58.7M | Sell |
95,935
-1,413
| -1% | -$833K | 10.84% | 2 |
|
|
2025
Q2 | $55.3M | Sell |
97,348
-562
| -0.6% | -$295K | 10.97% | 2 |
|
|
2025
Q1 | $50.3M | Buy |
97,910
+4,443
| +5% | +$2.4M | 10.67% | 2 |
|
|
2024
Q4 | $50.4M | Sell |
93,467
-4,807
| -5% | -$2.6M | 10.68% | 2 |
|
|
2024
Q3 | $51.9M | Buy |
98,274
+2,067
| +2% | +$1.05M | 10.88% | 2 |
|
|
2024
Q2 | $48.1M | Sell |
96,207
-735
| -0.8% | -$354K | 10.91% | 2 |
|
|
2024
Q1 | $46.6M | Sell |
96,942
-3,825
| -4% | -$1.75M | 10.54% | 2 |
|
|
2023
Q4 | $44M | Sell |
100,767
-989
| -1% | -$405K | 7.07% | 5 |
|
|
2023
Q3 | $40M | Sell |
101,756
-173
| -0.2% | -$70.7K | 6.86% | 5 |
|
|
2023
Q2 | $41.5M | Buy |
101,929
+5,163
| +5% | +$1.99M | 6.69% | 5 |
|
|
2023
Q1 | $36.4M | Sell |
96,766
-1,543
| -2% | -$566K | 5.95% | 6 |
|
|
2022
Q4 | $34.5M | Sell |
98,309
-325
| -0.3% | -$115K | 5.67% | 6 |
|
|
2022
Q3 | $32.4M | Sell |
98,634
-358
| -0.4% | -$131K | 5.59% | 6 |
|
|
2022
Q2 | $34.3M | Buy |
98,992
+2,188
| +2% | +$824K | 5.41% | 7 |
|
|
2022
Q1 | $40.2M | Buy |
96,804
+212
| +0.2% | +$86.8K | 5.44% | 7 |
|
|
2021
Q4 | $42.2M | Sell |
96,592
-5,843
| -6% | -$2.47M | 5.33% | 7 |
|
|
2021
Q3 | $40.4M | Sell |
102,435
-1,995
| -2% | -$809K | 5.32% | 7 |
|
|
2021
Q2 | $41.1M | Sell |
104,430
-4,397
| -4% | -$1.69M | 6.37% | 6 |
|
|
2021
Q1 | $39.6M | Sell |
108,827
-9,287
| -8% | -$3.29M | 6.35% | 6 |
|
|
2020
Q4 | $40.6M | Sell |
118,114
-13,522
| -10% | -$4.41M | 7.28% | 4 |
|
|
2020
Q3 | $40.5M | Sell |
131,636
-5,634
| -4% | -$1.72M | 7.86% | 4 |
|
|
2020
Q2 | $38.9M | Sell |
137,270
-6,839
| -5% | -$1.84M | 7.78% | 4 |
|
|
2020
Q1 | $34.1M | Buy |
144,109
+10,911
| +8% | +$3.06M | 7.47% | 4 |
|
|
2019
Q4 | $39.4M | Sell |
133,198
-4,582
| -3% | -$1.3M | 7.37% | 4 |
|
|
2019
Q3 | $37.6M | Sell |
137,780
-1,270
| -0.9% | -$345K | 7.41% | 4 |
|
|
2019
Q2 | $37.4M | Sell |
139,050
-734
| -0.5% | -$194K | 7.51% | 5 |
|
|
2019
Q1 | $36.3M | Buy |
139,784
+16,459
| +13% | +$4.11M | 7.96% | 4 |
|
|
2018
Q4 | $28.3M | Buy |
123,325
+9,019
| +8% | +$2.23M | 6.58% | 5 |
|
|
2018
Q3 | $30.5M | Sell |
114,306
-9,351
| -8% | -$2.45M | 6.95% | 4 |
|
|
2018
Q2 | $30.9M | Buy |
123,657
+165
| +0.1% | +$41K | 7.17% | 4 |
|
|
2018
Q1 | $29.9M | Buy |
123,492
+212
| +0.2% | +$53.2K | 6.92% | 4 |
|
|
2017
Q4 | $30.2M | Buy |
123,280
+150
| +0.1% | +$35.9K | 6.91% | 4 |
|
|
2017
Q3 | $28.4M | Sell |
123,130
-1,925
| -2% | -$436K | 6.81% | 4 |
|
|
2017
Q2 | $27.8M | Buy |
125,055
+1,625
| +1% | +$358K | 6.92% | 4 |
|
|
2017
Q1 | $26.7M | Sell |
123,430
-22,330
| -15% | -$4.76M | 6.9% | 4 |
|
|
2016
Q4 | $29.9M | Buy |
145,760
+562
| +0.4% | +$113K | 7.99% | 3 |
|
|
2016
Q3 | $28.8M | Sell |
145,198
-1,224
| -0.8% | -$243K | 7.78% | 3 |
|
|
2016
Q2 | $28.1M | Buy |
146,422
+392
| +0.3% | +$74.6K | 7.83% | 3 |
|
|
2016
Q1 | $27.5M | Buy |
146,030
+35,079
| +32% | +$6.28M | 7.92% | 3 |
|
|
2015
Q4 | $20.7M | Buy |
110,951
+25,915
| +30% | +$4.88M | 6.28% | 3 |
|
|
2015
Q3 | $14.9M | Buy |
85,036
+33,524
| +65% | +$6.23M | 4.46% | 5 |
|
|
2015
Q2 | $9.73M | Buy |
51,512
+387
| +0.8% | +$74.6K | 2.77% | 14 |
|
|
2015
Q1 | $9.67M | Hold |
51,125
| – | – | 2.74% | 15 |
|
|
2014
Q4 | $9.63M | Buy |
51,125
+744
| +1% | +$137K | 2.78% | 14 |
|
|
2014
Q3 | $9.1M | Buy |
50,381
+450
| +0.9% | +$81.6K | 2.71% | 13 |
|
|
2014
Q2 | $8.96M | Buy |
49,931
+17,920
| +56% | +$3.12M | 2.67% | 14 |
|
|
2014
Q1 | $5.49M | Buy |
32,011
+11,965
| +60% | +$2.01M | 1.66% | 20 |
|
|
2013
Q4 | $3.39M | Buy |
20,046
+3,972
| +25% | +$644K | 1.07% | 26 |
|
|
2013
Q3 | $2.48M | Hold |
16,074
| – | – | 0.81% | 29 |
|
|
2013
Q2 | $2.36M | Buy |
+16,074
| New | +$2.37M | 0.81% | 27 |
|
Other funds holding VOO
CCWA
CTB
DT
ONB
AIM
DC
GG
GA
WWM
Twele Capital Management's VOO Position: Q2 2026 in Review
Twele Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3% in Q2 2026, selling an estimated $1.97M and leaving 95,820 shares worth $65.8M. The position accounts for 10.75% of the portfolio, ranked #2.
Twele Capital Management first reported a position in VOO in Q2 2013 and has held it in 53 quarters since. 759 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Twele Capital Management held 95,820 shares of Vanguard S&P 500 ETF worth $65.8M as of Q2 2026.
- Twele Capital Management sold 2,950 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.97M.
- Vanguard S&P 500 ETF made up 10.75% of Twele Capital Management's portfolio in Q2 2026, its #2 holding.
- Twele Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
- 759 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.