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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
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

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

Accretive Wealth Partners's VOO Position: Q1 2026 in Review

Accretive Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 9.9% in Q1 2026, buying an estimated $121K and bringing the position to 2,134 shares worth $1.28M. The position accounts for 0.36% of the portfolio, ranked #78.

Accretive Wealth Partners first reported a position in VOO in Q1 2021 and has held it in 21 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Accretive Wealth Partners held 2,134 shares of Vanguard S&P 500 ETF worth $1.28M as of Q1 2026.
  • Accretive Wealth Partners bought 193 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $121K.
  • Vanguard S&P 500 ETF made up 0.36% of Accretive Wealth Partners's portfolio in Q1 2026, its #78 holding.
  • Accretive Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.