STEEL GROVE CAPITAL ADVISORS, LLC VOO — VANGUARD S&P 500 ETF

Ownership history in STEEL GROVE CAPITAL ADVISORS, LLC  ·  44 quarters on record

AI Ownership Summary

STEEL GROVE CAPITAL ADVISORS, LLC reported VANGUARD S&P 500 ETF (VOO) in 44 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 29.13% in 2024 Q3. The latest visible filing shows VOO at 23.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEEL GROVE CAPITAL ADVISORS, LLC's position in VANGUARD S&P 500 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VOO was reported at 23.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
29.13% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VOO stock page STEEL GROVE CAPITAL ADVISORS, LLC fund profile STEEL GROVE CAPITAL ADVISORS, LLC full holdings
How STEEL GROVE CAPITAL ADVISORS, LLC held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 367,311 +3,832 +1.1% 23.51% $252.3M 2026-07-28 $680.96
2026 Q1 ADDED — — — 363,479 +5,954 +1.7% 22.88% $217.2M 2026-05-07 $670.59
2025 Q4 ADDED — — — 357,525 +12,185 +3.5% 23.29% $224.2M 2026-02-09 $634.37
2025 Q3 UNCHANGED — — — 345,340 — 0% 23.28% $196.2M 2025-11-14 $612.36
2025 Q2 ADDED — — — 345,340 +4,562 +1.3% 23.25% $196.2M 2025-07-30 $576.40
2025 Q1 REDUCED 7.3% +10.9% ❌ 340,778 -27,012 -7.3% 26.51% $175.1M 2025-04-21 $465.42
2024 Q4 REDUCED 6.8% -4.3% ✅ 367,790 -26,950 -6.8% 27.22% $198.2M 2025-02-14 $550.53
2024 Q3 REDUCED — — — 394,740 -19,317 -4.7% 29.13% $207.4M 2024-11-07 $535.89
2024 Q2 REDUCED 88.4% +5.8% ❌ 414,057 -3,145,992 -88.4% 28.59% $207.1M 2024-08-14 $487.66
2024 Q1 ADDED — — — 3,560,049 +3,018,626 +557.5% 28.29% $212.5M 2024-05-15 $473.39
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VOO

As of 2026 Q2 — sorted by position size

AFBI LP 100.0% Call To Action Foundation 100.0% E-L Financial Corp Ltd 3Y 7Y 100.0% SENTRY INVESTMENT MANAGEMENT LLC 3Y 7Y 100.0% Wallace Foundation 100.0% Innovator Capital Management, LLC 99.91% Powers Capital, LLC 98.87% Pandi, LLC 98.32% AXIS CAPITAL HOLDINGS LTD 90.04% GLOBE LIFE INC. 3Y 7Y 87.43%

FAQ About STEEL GROVE CAPITAL ADVISORS, LLC and VOO

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEEL GROVE CAPITAL ADVISORS, LLC reported owning VOO?

STEEL GROVE CAPITAL ADVISORS, LLC reported VOO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VOO position in STEEL GROVE CAPITAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for VOO was 29.13% in 2024 Q3.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q2, when STEEL GROVE CAPITAL ADVISORS, LLC reported 367,311 shares, equal to 23.51% of portfolio, with an estimated market value of $252.3M.

What does the chart on this VOO ownership page compare?

The chart compares STEEL GROVE CAPITAL ADVISORS, LLC's quarterly VOO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STEEL GROVE CAPITAL ADVISORS, LLC time their VOO position?

Based on 13F filing dates vs. subsequent VOO price moves, STEEL GROVE CAPITAL ADVISORS, LLC correctly timed 24 out of 42 reported position changes (57%). The annualised alpha on VOO relative to SPY over the holding period was +11.6%.

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