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

Castleview 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	$2.49M	Buy	3,622 +52	+1%	+$34.7K	1.09%	17
2026 Q1	$2.13M	Buy	3,570 +509	+17%	+$318K	1.09%	19
2025 Q4	$1.92M	Sell	3,061 -888	-22%	-$552K	0.95%	22
2025 Q3	$2.42M	Buy	3,949 +2,208	+127%	+$1.3M	1.31%	18
2025 Q2	$989K	Sell	1,741 -822	-32%	-$432K	0.64%	35
2025 Q1	$1.32M	Buy	2,563 +1,278	+99%	+$691K	0.89%	26
2024 Q4	$691K	Sell	1,285 -1	-0.1%	-$542	0.37%	65
2024 Q3	$678K	Buy	1,286 +20	+2%	+$10.2K	0.39%	60
2024 Q2	$633K	Buy	1,266 +393	+45%	+$189K	0.36%	64
2024 Q1	$420K	Hold	873	–	–	0.23%	100
2023 Q4	$381K	Sell	873 -58	-6%	-$23.7K	0.27%	86
2023 Q3	$366K	Buy	931 +62	+7%	+$25.4K	0.34%	65
2023 Q2	$354K	Sell	869 -458	-35%	-$177K	0.32%	70
2023 Q1	$499K	Buy	1,327 +42	+3%	+$15.4K	0.44%	51
2022 Q4	$451K	Hold	1,285	–	–	0.44%	53
2022 Q3	$422K	Buy	1,285 +1,231	+2,280%	+$450K	0.4%	56
2022 Q2	$6.99K	Sell	54 -1,612	-97%	-$607K	0.01%	500
2022 Q1	$691K	Buy	+1,666	New	+$682K	0.43%	43
2021 Q2	$1.33M	Buy	+3,386	New	+$1.3M	0.58%	34
2018 Q1	$17.4M	Buy	+71,874	New	+$18M	14.38%	1

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Castleview Partners's VOO Position: Q2 2026 in Review

Castleview Partners increased its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q2 2026, buying an estimated $34.7K and bringing the position to 3,622 shares worth $2.49M. The position accounts for 1.09% of the portfolio, ranked #17.

Castleview Partners first reported a position in VOO in Q1 2018 and has held it in 20 quarters since. The position peaked at $17.4M in Q1 2018. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Castleview Partners held 3,622 shares of Vanguard S&P 500 ETF worth $2.49M as of Q2 2026.
Castleview Partners bought 52 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $34.7K.
Vanguard S&P 500 ETF made up 1.09% of Castleview Partners's portfolio in Q2 2026, its #17 holding.
Castleview Partners first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 20 quarters since.
Castleview Partners's Vanguard S&P 500 ETF position peaked at $17.4M in Q1 2018.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.