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

Core Wealth 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 		$3.06M Buy
4,452
+1,094
+33% +$729K 1.3% 19
2026
Q1 		$2.01M Buy
3,358
+52
+2% +$32.5K 0.93% 31
2025
Q4 		$2.07M Sell
3,306
-131
-4% -$81.4K 0.93% 30
2025
Q3 		$2.1M Sell
3,437
-25
-0.7% -$14.7K 0.97% 31
2025
Q2 		$1.97M Sell
3,462
-117
-3% -$61.5K 1% 32
2025
Q1 		$1.84M Sell
3,579
-105
-3% -$56.8K 1.07% 24
2024
Q4 		$1.99M Sell
3,684
-110
-3% -$59.6K 1.14% 21
2024
Q3 		$2M Sell
3,794
-108
-3% -$54.9K 1.21% 17
2024
Q2 		$1.95M Buy
3,902
+549
+16% +$264K 1.33% 16
2024
Q1 		$1.61M Sell
3,353
-2
-0.1% -$915 1.22% 18
2023
Q4 		$1.47M Hold
3,355
– – 1.2% 17
2023
Q3 		$1.32M Hold
3,355
– – 1.2% 17
2023
Q2 		$1.37M Hold
3,355
– – 1.26% 20
2023
Q1 		$1.26M Hold
3,355
– – 1.27% 19
2022
Q4 		$1.18M Buy
+3,355
New +$1.19M 1.33% 20

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Core Wealth Partners's VOO Position: Q2 2026 in Review

Core Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 33% in Q2 2026, buying an estimated $729K and bringing the position to 4,452 shares worth $3.06M. The position accounts for 1.3% of the portfolio, ranked #19.

Core Wealth Partners first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Core Wealth Partners held 4,452 shares of Vanguard S&P 500 ETF worth $3.06M as of Q2 2026.
  • Core Wealth Partners bought 1,094 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $729K.
  • Vanguard S&P 500 ETF made up 1.3% of Core Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • Core Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.