Aureus Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Aureus Asset Management’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	–	Sell	-370	Closed	-$232K	–	252
2025 Q4	$232K	Buy	370 +8	+2%	+$4.97K	0.01%	181
2025 Q3	$221K	Buy	362 +8	+2%	+$4.72K	0.01%	188
2025 Q2	$201K	Buy	+354	New	+$186K	0.01%	201
2024 Q3	–	Sell	-793	Closed	-$397K	–	221
2024 Q2	$397K	Buy	+793	New	+$382K	0.03%	139
2024 Q1	–	Sell	-628	Closed	-$274K	–	210
2023 Q4	$274K	Hold	628	–	–	0.02%	156
2023 Q3	$247K	Hold	628	–	–	0.02%	162
2023 Q2	$256K	Sell	628 -116	-16%	-$44.8K	0.02%	153
2023 Q1	$280K	Sell	744 -94	-11%	-$34.5K	0.02%	146
2022 Q4	$294K	Hold	838	–	–	0.03%	151
2022 Q3	$275K	Hold	838	–	–	0.02%	146
2022 Q2	$291K	Sell	838 -487	-37%	-$183K	0.02%	161
2022 Q1	$550K	Buy	+1,325	New	+$542K	0.04%	139
2017 Q4	–	Sell	-1,435	Closed	-$331K	–	189
2017 Q3	$331K	Hold	1,435	–	–	0.05%	135
2017 Q2	$319K	Sell	1,435 -900	-39%	-$198K	0.05%	124
2017 Q1	$513K	Sell	2,335 -300	-11%	-$64K	0.09%	101
2016 Q4	$541K	Hold	2,635	–	–	0.11%	87
2016 Q3	$524K	Buy	+2,635	New	+$523K	0.1%	88
2016 Q2	–	Sell	-3,175	Closed	-$599K	–	141
2016 Q1	$599K	Buy	+3,175	New	+$568K	0.13%	69

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Aureus Asset Management's VOO Position: Q1 2026 in Review

Aureus Asset Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 370 shares — an estimated $232K sold.

Aureus Asset Management first reported a position in VOO in Q1 2016 and held it in 18 quarters. The position peaked at $599K in Q1 2016. 3,859 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Aureus Asset Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Aureus Asset Management sold 370 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $232K.
Aureus Asset Management first reported a position in Vanguard S&P 500 ETF in Q1 2016 and held it in 18 quarters.
Aureus Asset Management's Vanguard S&P 500 ETF position peaked at $599K in Q1 2016.
3,859 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.