Warwick Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Warwick Investment 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	$2.56M	Sell	3,730 -3,074	-45%	-$2.05M	0.29%	37
2026 Q1	$4.07M	Sell	6,804 -390	-5%	-$244K	0.59%	29
2025 Q4	$4.51M	Sell	7,194 -320	-4%	-$199K	0.7%	26
2025 Q3	$4.6M	Sell	7,514 -25	-0.3%	-$14.7K	0.8%	25
2025 Q2	$4.28M	Buy	7,539 +3	+0%	+$1.58K	0.83%	21
2025 Q1	$3.87M	Buy	7,536 +360	+5%	+$195K	0.8%	25
2024 Q4	$3.87M	Sell	7,176 -77	-1%	-$41.7K	0.8%	22
2024 Q3	$3.83M	Hold	7,253	–	–	0.91%	17
2024 Q2	$3.63M	Buy	7,253 +242	+3%	+$116K	0.85%	19
2024 Q1	$3.37M	Sell	7,011 -260	-4%	-$119K	0.81%	20
2023 Q4	$3.18M	Sell	7,271 -30	-0.4%	-$12.3K	0.93%	20
2023 Q3	$2.87M	Hold	7,301	–	–	1.07%	19
2023 Q2	$2.97M	Hold	7,301	–	–	1.17%	18
2023 Q1	$2.75M	Sell	7,301 -3,214	-31%	-$1.18M	1.17%	19
2022 Q4	$3.69M	Buy	+10,515	New	+$3.71M	1.51%	13
2022 Q3	–	Sell	-10,554	Closed	-$3.66M	–	65
2022 Q2	$3.66M	Hold	10,554	–	–	1.78%	12
2022 Q1	$4.38M	Buy	10,554 +9,783	+1,269%	+$4M	1.91%	13
2021 Q4	$337K	Buy	+771	New	+$325K	0.17%	37

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

Warwick Investment Management's VOO Position: Q2 2026 in Review

Warwick Investment Management reduced its Vanguard S&P 500 ETF (VOO) stake by 45% in Q2 2026, selling an estimated $2.05M and leaving 3,730 shares worth $2.56M. The position accounts for 0.29% of the portfolio, ranked #37.

Warwick Investment Management first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.6M in Q3 2025. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Warwick Investment Management held 3,730 shares of Vanguard S&P 500 ETF worth $2.56M as of Q2 2026.
Warwick Investment Management sold 3,074 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.05M.
Vanguard S&P 500 ETF made up 0.29% of Warwick Investment Management's portfolio in Q2 2026, its #37 holding.
Warwick Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Warwick Investment Management's Vanguard S&P 500 ETF position peaked at $4.6M in Q3 2025.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.