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

Up 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	$15.9M	Buy	23,126 +1,933	+9%	+$1.29M	12.29%	3
2026 Q1	$12.7M	Sell	21,193 -3,429	-14%	-$2.14M	14.21%	2
2025 Q4	$15.4M	Buy	+24,622	New	+$15.3M	13.81%	2

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

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

Up Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 9.1% in Q2 2026, buying an estimated $1.29M and bringing the position to 23,126 shares worth $15.9M. The position accounts for 12.29% of the portfolio, ranked #3.

Up Capital Management first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 3,979 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Up Capital Management held 23,126 shares of Vanguard S&P 500 ETF worth $15.9M as of Q2 2026.
Up Capital Management bought 1,933 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.29M.
Vanguard S&P 500 ETF made up 12.29% of Up Capital Management's portfolio in Q2 2026, its #3 holding.
Up Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
3,979 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Up Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.