CP
VOO icon

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
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 Sell
1,666
-607,349
-100% -$249M 0.43% 43
2021
Q4 		$1.4K Buy
+609,015
New +$257M 0.01% 341
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
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

Castleview Partners's VOO Position: Q1 2026 in Review

Castleview Partners increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q1 2026, buying an estimated $318K and bringing the position to 3,570 shares worth $2.13M. The position accounts for 1.09% of the portfolio, ranked #19.

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. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Castleview Partners held 3,570 shares of Vanguard S&P 500 ETF worth $2.13M as of Q1 2026.
  • Castleview Partners bought 509 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $318K.
  • Vanguard S&P 500 ETF made up 1.09% of Castleview Partners's portfolio in Q1 2026, its #19 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.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.