CPIG
VOO icon

Chicago Partners Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Chicago Partners Investment Group’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 		$195M Buy
287,380
+8,077
+3% +$5.38M 3.9% 1
2026
Q1 		$183M Buy
279,303
+13,040
+5% +$8.16M 4.08% 1
2025
Q4 		$169M Buy
266,263
+6,653
+3% +$4.13M 4.16% 1
2025
Q3 		$164M Buy
259,610
+7,462
+3% +$4.4M 4.29% 1
2025
Q2 		$147M Buy
252,148
+4,342
+2% +$2.28M 4.24% 1
2025
Q1 		$128M Buy
247,806
+12,330
+5% +$6.67M 4.25% 1
2024
Q4 		$128M Sell
235,476
-4,541
-2% -$2.46M 4.24% 1
2024
Q3 		$128M Buy
240,017
+4,511
+2% +$2.29M 4.55% 1
2024
Q2 		$117M Buy
235,506
+10,149
+5% +$4.88M 4.54% 1
2024
Q1 		$105M Buy
225,357
+11,839
+6% +$5.42M 4.45% 1
2023
Q4 		$95.2M Buy
213,518
+14,004
+7% +$5.73M 4.4% 1
2023
Q3 		$77.1M Buy
199,514
+14,855
+8% +$6.07M 4.16% 1
2023
Q2 		$76.4M Buy
184,659
+10,136
+6% +$3.91M 3.97% 1
2023
Q1 		$66.2M Buy
174,523
+10,956
+7% +$4.02M 3.86% 1
2022
Q4 		$62.4M Buy
163,567
+13,555
+9% +$4.79M 3.82% 1
2022
Q3 		$52.4M Buy
150,012
+8,284
+6% +$3.03M 3.74% 1
2022
Q2 		$53.7M Buy
141,728
+8,894
+7% +$3.35M 3.89% 1
2022
Q1 		$47.9M Buy
132,834
+6,093
+5% +$2.49M 3.65% 1
2021
Q4 		$51.2M Buy
126,741
+7,080
+6% +$2.99M 3.63% 1
2021
Q3 		$51M Buy
119,661
+804
+0.7% +$326K 3.58% 1
2021
Q2 		$48.2M Buy
118,857
+4,290
+4% +$1.65M 3.58% 1
2021
Q1 		$44M Buy
114,567
+5,375
+5% +$1.91M 3.63% 1
2020
Q4 		$38.4M Buy
109,192
+6,382
+6% +$2.08M 3.64% 1
2020
Q3 		$31.7M Buy
102,810
+2,469
+2% +$752K 3.76% 2
2020
Q2 		$29.8M Buy
100,341
+3,958
+4% +$1.07M 3.72% 2
2020
Q1 		$25.4M Buy
96,383
+9,414
+11% +$2.64M 3.92% 2
2019
Q4 		$26.4M Buy
86,969
+3,345
+4% +$946K 3.25% 5
2019
Q3 		$23.1M Buy
83,624
+4,152
+5% +$1.13M 3.25% 6
2019
Q2 		$21.7M Buy
79,472
+3,739
+5% +$989K 3.12% 5
2019
Q1 		$20.2M Sell
75,733
-613
-0.8% -$153K 2.99% 7
2018
Q4 		$18.2M Sell
76,346
-8,386
-10% -$2.08M 2.7% 8
2018
Q3 		$20.5M Buy
84,732
+1,242
+1% +$325K 3.06% 4
2018
Q2 		$20.8M Buy
83,490
+1,593
+2% +$395K 3.23% 5
2018
Q1 		$19.8M Buy
81,897
+7,198
+10% +$1.81M 3.4% 5
2017
Q4 		$18.3M Buy
74,699
+2,042
+3% +$488K 3% 6
2017
Q3 		$16.8M Buy
72,657
+32,600
+81% +$7.38M 2.86% 6
2017
Q2 		$8.47M Sell
40,057
-14,399
-26% -$3.17M 2.21% 11
2017
Q1 		$11.8M Buy
54,456
+19,457
+56% +$4.15M 3.34% 6
2016
Q4 		$7.19M Buy
34,999
+4,442
+15% +$891K 2.62% 9
2016
Q3 		$6.07M Buy
30,557
+1,234
+4% +$245K 2.41% 8
2016
Q2 		$5.64M Buy
29,323
+93
+0.3% +$17.7K 2.71% 8
2016
Q1 		$5.51M Buy
29,230
+580
+2% +$104K 2.86% 8
2015
Q4 		$5.36M Buy
28,650
+3,264
+13% +$615K 2.56% 8
2015
Q3 		$4.46M Buy
25,386
+115
+0.5% +$21.4K 2.49% 9
2015
Q2 		$4.77M Sell
25,271
-413
-2% -$79.6K 2.17% 13
2015
Q1 		$4.84M Sell
25,684
-41
-0.2% -$7.76K 2.14% 13
2014
Q4 		$4.85M Buy
+25,725
New +$4.74M 2.05% 15

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Chicago Partners Investment Group's VOO Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q2 2026, buying an estimated $5.38M and bringing the position to 287,380 shares worth $195M. The position accounts for 3.9% of the portfolio, ranked #1.

Chicago Partners Investment Group first reported a position in VOO in Q4 2014 and has held it in 47 quarters since. 2,080 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Chicago Partners Investment Group held 287,380 shares of Vanguard S&P 500 ETF worth $195M as of Q2 2026.
  • Chicago Partners Investment Group bought 8,077 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $5.38M.
  • Vanguard S&P 500 ETF made up 3.9% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 47 quarters since.
  • 2,080 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.