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

Catalyst 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	$437K	Sell	731 -22	-3%	-$13.8K	0.05%	227
2025 Q4	$472K	Sell	753 -282	-27%	-$175K	0.05%	188
2025 Q3	$634K	Buy	1,035 +3	+0.3%	+$1.77K	0.08%	138
2025 Q2	$586K	Sell	1,032 -67	-6%	-$35.2K	0.06%	146
2025 Q1	$565K	Buy	1,099 +103	+10%	+$55.7K	0.1%	133
2024 Q4	$537K	Buy	996 +594	+148%	+$322K	0.1%	129
2024 Q3	$212K	Buy	+402	New	+$204K	0.04%	259

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

Catalyst Financial Partners's VOO Position: Q1 2026 in Review

Catalyst Financial Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q1 2026, selling an estimated $13.8K and leaving 731 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #227.

Catalyst Financial Partners first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. The position peaked at $634K in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Catalyst Financial Partners held 731 shares of Vanguard S&P 500 ETF worth $437K as of Q1 2026.
Catalyst Financial Partners sold 22 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $13.8K.
Vanguard S&P 500 ETF made up 0.05% of Catalyst Financial Partners's portfolio in Q1 2026, its #227 holding.
Catalyst Financial Partners first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
Catalyst Financial Partners's Vanguard S&P 500 ETF position peaked at $634K in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.