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

Warburton 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 		$547K Buy
797
+1
+0.1% +$667 0.22% 33
2026
Q1 		$497K Buy
796
+144
+22% +$90.1K 0.24% 30
2025
Q4 		$409K Buy
652
+14
+2% +$8.7K 0.23% 31
2025
Q3 		$391K Buy
638
+253
+66% +$149K 0.24% 31
2025
Q2 		$224K Buy
+385
New +$202K 0.13% 48

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

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

Warburton Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.13% in Q2 2026, buying an estimated $667 and bringing the position to 797 shares worth $547K. The position accounts for 0.22% of the portfolio, ranked #33.

Warburton Capital Management first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. 2,301 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Warburton Capital Management held 797 shares of Vanguard S&P 500 ETF worth $547K as of Q2 2026.
  • Warburton Capital Management bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
  • Vanguard S&P 500 ETF made up 0.22% of Warburton Capital Management's portfolio in Q2 2026, its #33 holding.
  • Warburton Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,301 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.