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

Waterloo Capital’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
Q1 		$19.4M Buy
32,396
+314
+1% +$196K 1.36% 16
2025
Q4 		$20.1M Buy
32,082
+6,504
+25% +$4.04M 1.45% 14
2025
Q3 		$15.7M Buy
25,578
+431
+2% +$254K 1.16% 20
2025
Q2 		$14.3M Buy
25,147
+1,091
+5% +$573K 1.15% 19
2025
Q1 		$12.4M Sell
24,056
-1,417
-6% -$766K 1.15% 19
2024
Q4 		$13.7M Buy
25,473
+1,449
+6% +$785K 1.45% 13
2024
Q3 		$12.7M Buy
24,024
+1,324
+6% +$673K 1.38% 18
2024
Q2 		$11.4M Buy
22,700
+604
+3% +$291K 1.36% 15
2024
Q1 		$10.6M Buy
22,096
+189
+0.9% +$86.5K 1.36% 17
2023
Q4 		$9.57M Buy
21,907
+1,633
+8% +$669K 1.55% 12
2023
Q3 		$7.96M Buy
20,274
+1,494
+8% +$611K 2.34% 14
2023
Q2 		$7.65M Buy
18,780
+805
+4% +$311K 2.26% 13
2023
Q1 		$6.76M Buy
+17,975
New +$6.59M 2.09% 16
2020
Q1 		$920K Buy
+3,883
New +$1.09M 0.65% 35

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Waterloo Capital's VOO Position: Q1 2026 in Review

Waterloo Capital increased its Vanguard S&P 500 ETF (VOO) stake by 0.98% in Q1 2026, buying an estimated $196K and bringing the position to 32,396 shares worth $19.4M. The position accounts for 1.36% of the portfolio, ranked #16.

Waterloo Capital first reported a position in VOO in Q1 2020 and has held it in 14 quarters since. The position peaked at $20.1M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Waterloo Capital held 32,396 shares of Vanguard S&P 500 ETF worth $19.4M as of Q1 2026.
  • Waterloo Capital bought 314 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $196K.
  • Vanguard S&P 500 ETF made up 1.36% of Waterloo Capital's portfolio in Q1 2026, its #16 holding.
  • Waterloo Capital first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 14 quarters since.
  • Waterloo Capital's Vanguard S&P 500 ETF position peaked at $20.1M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.