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Accretive Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Accretive Wealth 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 		$1.56M Buy
2,279
+145
+7% +$96.7K 0.38% 69
2026
Q1 		$1.28M Buy
2,134
+193
+10% +$121K 0.36% 78
2025
Q4 		$1.22M Buy
1,941
+36
+2% +$22.4K 0.36% 77
2025
Q3 		$1.17M Buy
1,905
+77
+4% +$45.4K 0.36% 80
2025
Q2 		$1.04M Hold
1,828
– – 0.34% 83
2025
Q1 		$939K Buy
1,828
+877
+92% +$474K 0.33% 84
2024
Q4 		$512K Hold
951
– – 0.22% 103
2024
Q3 		$502K Sell
951
-534
-36% -$271K 0.21% 105
2024
Q2 		$743K Hold
1,485
– – 0.31% 92
2024
Q1 		$698K Hold
1,485
– – 0.31% 95
2023
Q4 		$649K Buy
1,485
+505
+52% +$207K 0.31% 97
2023
Q3 		$385K Buy
980
+29
+3% +$11.9K 0.23% 96
2023
Q2 		$387K Hold
951
– – 0.23% 95
2023
Q1 		$358K Buy
951
+95
+11% +$34.8K 0.23% 98
2022
Q4 		$301K Sell
856
-6
-0.7% -$2.12K 0.21% 100
2022
Q3 		$283K Sell
862
-16
-2% -$5.84K 0.22% 95
2022
Q2 		$305K Sell
878
-132
-13% -$49.7K 0.22% 95
2022
Q1 		$419K Sell
1,010
-18
-2% -$7.37K 0.26% 94
2021
Q4 		$449K Buy
1,028
+225
+28% +$95K 0.29% 93
2021
Q3 		$317K Sell
803
-113
-12% -$45.8K 0.22% 96
2021
Q2 		$360K Hold
916
– – 0.26% 93
2021
Q1 		$334K Buy
+916
New +$325K 0.3% 90

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Accretive Wealth Partners's VOO Position: Q2 2026 in Review

Accretive Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 6.8% in Q2 2026, buying an estimated $96.7K and bringing the position to 2,279 shares worth $1.56M. The position accounts for 0.38% of the portfolio, ranked #69.

Accretive Wealth Partners first reported a position in VOO in Q1 2021 and has held it in 22 quarters since. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Accretive Wealth Partners held 2,279 shares of Vanguard S&P 500 ETF worth $1.56M as of Q2 2026.
  • Accretive Wealth Partners bought 145 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $96.7K.
  • Vanguard S&P 500 ETF made up 0.38% of Accretive Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Accretive Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • 4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.