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

Broadleaf 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 		– Sell
-2,325
Closed -$1.39M – 98
2026
Q1 		$1.39M Buy
2,325
+59
+3% +$36.9K 0.32% 46
2025
Q4 		$1.42M Buy
2,266
+168
+8% +$104K 0.3% 46
2025
Q3 		$1.28M Buy
2,098
+174
+9% +$103K 0.27% 45
2025
Q2 		$1.09M Sell
1,924
-377
-16% -$198K 0.24% 49
2025
Q1 		$1.18M Buy
2,301
+407
+21% +$220K 0.31% 49
2024
Q4 		$1.02M Buy
1,894
+1,014
+115% +$549K 0.24% 46
2024
Q3 		$464K Buy
880
+3
+0.3% +$1.52K 0.11% 58
2024
Q2 		$439K Buy
877
+3
+0.3% +$1.44K 0.11% 53
2024
Q1 		$420K Sell
874
-273
-24% -$125K 0.11% 58
2023
Q4 		$501K Sell
1,147
-482
-30% -$197K 0.15% 56
2023
Q3 		$640K Buy
1,629
+322
+25% +$132K 0.21% 45
2023
Q2 		$532K Buy
1,307
+237
+22% +$91.4K 0.17% 51
2023
Q1 		$402K Buy
+1,070
New +$392K 0.14% 55

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

Broadleaf Partners's VOO Position: Q2 2026 in Review

Broadleaf Partners sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 2,325 shares — an estimated $1.39M sold.

Broadleaf Partners first reported a position in VOO in Q1 2023 and held it in 13 quarters. The position peaked at $1.42M in Q4 2025. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Broadleaf Partners reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Broadleaf Partners sold 2,325 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.39M.
  • Broadleaf Partners first reported a position in Vanguard S&P 500 ETF in Q1 2023 and held it in 13 quarters.
  • Broadleaf Partners's Vanguard S&P 500 ETF position peaked at $1.42M in Q4 2025.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.