3IP
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3Chopt Investment Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

3Chopt Investment Partners’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 		$64.7M Buy
94,181
+2,514
+3% +$1.68M 12.16% 1
2026
Q1 		$54.8M Buy
91,667
+6,656
+8% +$4.16M 12.53% 1
2025
Q4 		$53.3M Buy
85,011
+2,892
+4% +$1.8M 11.95% 1
2025
Q3 		$50.4M Sell
82,119
-8,057
-9% -$4.75M 11.47% 1
2025
Q2 		$51.4M Buy
90,176
+2,828
+3% +$1.49M 12.35% 1
2025
Q1 		$44.9M Sell
87,348
-1,757
-2% -$950K 11.76% 1
2024
Q4 		$48M Buy
89,105
+1,037
+1% +$562K 16.49% 1
2024
Q3 		$46.6M Sell
88,068
-714
-0.8% -$363K 16.66% 1
2024
Q2 		$44.6M Buy
88,782
+524
+0.6% +$252K 13.6% 1
2024
Q1 		$42.4M Buy
88,258
+364
+0.4% +$167K 17.42% 1
2023
Q4 		$38.4M Buy
87,894
+4,702
+6% +$1.92M 14.13% 1
2023
Q3 		$32.8M Buy
83,192
+32,238
+63% +$13.2M 19.36% 1
2023
Q2 		$20.8M Buy
50,954
+12,284
+32% +$4.74M 10.42% 1
2023
Q1 		$14.5M Buy
38,670
+5,692
+17% +$2.09M 7.75% 1
2022
Q4 		$11.6M Buy
+32,978
New +$11.7M 6.33% 1

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

3Chopt Investment Partners's VOO Position: Q2 2026 in Review

3Chopt Investment Partners increased its Vanguard S&P 500 ETF (VOO) stake by 2.7% in Q2 2026, buying an estimated $1.68M and bringing the position to 94,181 shares worth $64.7M. The position accounts for 12.16% of the portfolio, ranked #1.

3Chopt Investment Partners first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 1,973 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • 3Chopt Investment Partners held 94,181 shares of Vanguard S&P 500 ETF worth $64.7M as of Q2 2026.
  • 3Chopt Investment Partners bought 2,514 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.68M.
  • Vanguard S&P 500 ETF made up 12.16% of 3Chopt Investment Partners's portfolio in Q2 2026, its #1 holding.
  • 3Chopt Investment Partners first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.