CFP
VOO icon

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

Cascade Financial 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 		$1.63M Sell
2,734
-113
-4% -$70.7K 0.17% 91
2025
Q4 		$1.79M Buy
2,847
+18
+0.6% +$11.2K 0.18% 87
2025
Q3 		$1.73M Buy
2,829
+79
+3% +$46.6K 0.2% 88
2025
Q2 		$1.56M Sell
2,750
-244
-8% -$128K 0.19% 87
2025
Q1 		$1.54M Buy
2,994
+75
+3% +$40.5K 0.19% 86
2024
Q4 		$1.57M Buy
2,919
+40
+1% +$21.7K 0.21% 76
2024
Q3 		$1.54M Sell
2,879
-29
-1% -$14.7K 0.19% 76
2024
Q2 		$1.45M Sell
2,908
-1,809
-38% -$870K 0.19% 77
2024
Q1 		$2.21M Buy
+4,717
New +$2.16M 0.32% 53

Other funds holding VOO

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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