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

Balboa 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 		$8.98M Sell
13,082
-16
-0.1% -$10.7K 1.22% 15
2026
Q1 		$7.83M Sell
13,098
-5,300
-29% -$3.31M 1.31% 13
2025
Q4 		$11.5M Buy
18,398
+1,060
+6% +$659K 1.91% 10
2025
Q3 		$10.6M Buy
17,338
+8,269
+91% +$4.87M 1.83% 10
2025
Q2 		$5.15M Buy
9,069
+3,853
+74% +$2.02M 1.03% 21
2025
Q1 		$2.68M Buy
5,216
+2,230
+75% +$1.21M 0.65% 29
2024
Q4 		$1.61M Buy
2,986
+160
+6% +$86.7K 0.37% 53
2024
Q3 		$1.49M Buy
2,826
+542
+24% +$276K 0.37% 50
2024
Q2 		$1.14M Buy
2,284
+20
+0.9% +$9.62K 0.3% 62
2024
Q1 		$1.09M Sell
2,264
-337
-13% -$154K 0.32% 58
2023
Q4 		$1.14M Buy
2,601
+215
+9% +$88K 0.38% 45
2023
Q3 		$937K Buy
2,386
+607
+34% +$248K 0.35% 51
2023
Q2 		$724K Buy
1,779
+552
+45% +$213K 0.25% 67
2023
Q1 		$461K Buy
1,227
+63
+5% +$23.1K 0.17% 117
2022
Q4 		$409K Buy
1,164
+282
+32% +$99.6K 0.18% 121
2022
Q3 		$290K Buy
+882
New +$322K 0.13% 142

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 22.9% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Balboa Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 0.12% in Q2 2026, selling an estimated $10.7K and leaving 13,082 shares worth $8.98M. The position accounts for 1.22% of the portfolio, ranked #15.

Balboa Wealth Partners first reported a position in VOO in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.5M in Q4 2025. 4,019 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Balboa Wealth Partners held 13,082 shares of Vanguard S&P 500 ETF worth $8.98M as of Q2 2026.
  • Balboa Wealth Partners sold 16 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $10.7K.
  • Vanguard S&P 500 ETF made up 1.22% of Balboa Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • Balboa Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Vanguard S&P 500 ETF position peaked at $11.5M in Q4 2025.
  • 4,019 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.