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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Broadleaf Partners's VOO Position: Q1 2026 in Review

Broadleaf Partners increased its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q1 2026, buying an estimated $36.9K and bringing the position to 2,325 shares worth $1.39M. The position accounts for 0.32% of the portfolio, ranked #46.

Broadleaf Partners first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.42M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Broadleaf Partners held 2,325 shares of Vanguard S&P 500 ETF worth $1.39M as of Q1 2026.
Broadleaf Partners bought 59 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $36.9K.
Vanguard S&P 500 ETF made up 0.32% of Broadleaf Partners's portfolio in Q1 2026, its #46 holding.
Broadleaf Partners first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
Broadleaf Partners's Vanguard S&P 500 ETF position peaked at $1.42M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.