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

Washburn 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	$2.39M	Sell	3,479 -505	-13%	-$337K	1.18%	18
2026 Q1	$2.38M	Buy	3,984 +10	+0.3%	+$6.25K	1.38%	13
2025 Q4	$2.49M	Buy	3,974 +260	+7%	+$162K	1.37%	15
2025 Q3	$2.27M	Sell	3,714 -560	-13%	-$330K	1.27%	15
2025 Q2	$2.43M	Sell	4,274 -166	-4%	-$87.2K	1.42%	14
2025 Q1	$2.28M	Sell	4,440 -10	-0.2%	-$5.41K	1.5%	13
2024 Q4	$2.4M	Buy	4,450 +1,153	+35%	+$625K	1.48%	13
2024 Q3	$1.74M	Buy	3,297 +150	+5%	+$76.2K	1.25%	14
2024 Q2	$1.57M	Buy	3,147 +1,511	+92%	+$727K	1.12%	15
2024 Q1	$786K	Buy	1,636 +58	+4%	+$26.5K	0.58%	24
2023 Q4	$689K	Sell	1,578 -63	-4%	-$25.8K	0.52%	27
2023 Q3	$644K	Hold	1,641	–	–	0.54%	29
2023 Q2	$668K	Sell	1,641 -5	-0.3%	-$1.93K	0.56%	27
2023 Q1	$619K	Sell	1,646 -59	-3%	-$21.6K	0.53%	31
2022 Q4	$599K	Sell	1,705 -205	-11%	-$72.4K	0.55%	29
2022 Q3	$627K	Hold	1,910	–	–	0.6%	27
2022 Q2	$663K	Sell	1,910 -164	-8%	-$61.8K	0.57%	28
2022 Q1	$861K	Sell	2,074 -99	-5%	-$40.5K	0.56%	29
2021 Q4	$949K	Sell	2,173 -17	-0.8%	-$7.18K	0.56%	28
2021 Q3	$864K	Hold	2,190	–	–	0.57%	30
2021 Q2	$862K	Buy	2,190 +37	+2%	+$14.2K	0.58%	28
2021 Q1	$784K	Sell	2,153 -969	-31%	-$344K	0.53%	35
2020 Q4	$1.07M	Sell	3,122 -798	-20%	-$260K	0.75%	29
2020 Q3	$1.21M	Sell	3,920 -2,470	-39%	-$752K	0.95%	24
2020 Q2	$1.81M	Buy	+6,390	New	+$1.72M	1.67%	15

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Washburn Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2026, selling an estimated $337K and leaving 3,479 shares worth $2.39M. The position accounts for 1.18% of the portfolio, ranked #18.

Washburn Capital Management first reported a position in VOO in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.49M in Q4 2025. 1,164 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Washburn Capital Management held 3,479 shares of Vanguard S&P 500 ETF worth $2.39M as of Q2 2026.
Washburn Capital Management sold 505 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $337K.
Vanguard S&P 500 ETF made up 1.18% of Washburn Capital Management's portfolio in Q2 2026, its #18 holding.
Washburn Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
Washburn Capital Management's Vanguard S&P 500 ETF position peaked at $2.49M in Q4 2025.
1,164 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.