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 Q2	$599K	Buy	872 +141	+19%	+$94K	0.06%	187
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

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

Catalyst Financial Partners's VOO Position: Q2 2026 in Review

Catalyst Financial Partners increased its Vanguard S&P 500 ETF (VOO) stake by 19% in Q2 2026, buying an estimated $94K and bringing the position to 872 shares worth $599K. The position accounts for 0.06% of the portfolio, ranked #187.

Catalyst Financial Partners first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. The position peaked at $634K in Q3 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Catalyst Financial Partners held 872 shares of Vanguard S&P 500 ETF worth $599K as of Q2 2026.
Catalyst Financial Partners bought 141 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $94K.
Vanguard S&P 500 ETF made up 0.06% of Catalyst Financial Partners's portfolio in Q2 2026, its #187 holding.
Catalyst Financial Partners first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Catalyst Financial Partners's Vanguard S&P 500 ETF position peaked at $634K in Q3 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.