CMP
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Coston McIsaac & Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Coston McIsaac & 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 		$1.81M Buy
2,640
+395
+18% +$263K 0.36% 57
2026
Q1 		$1.34M Buy
2,245
+176
+9% +$110K 0.3% 59
2025
Q4 		$1.3M Buy
2,069
+230
+13% +$143K 0.3% 60
2025
Q3 		$1.13M Buy
1,839
+196
+12% +$116K 0.27% 66
2025
Q2 		$933K Buy
1,643
+534
+48% +$281K 0.24% 70
2025
Q1 		$569K Buy
1,109
+16
+1% +$8.65K 0.17% 72
2024
Q4 		$588K Sell
1,093
-1
-0.1% -$542 0.17% 75
2024
Q3 		$576K Buy
1,094
+39
+4% +$19.8K 0.16% 73
2024
Q2 		$527K Sell
1,055
-9
-0.8% -$4.33K 0.17% 71
2024
Q1 		$511K Buy
1,064
+10
+0.9% +$4.58K 0.16% 72
2023
Q4 		$459K Buy
1,054
+70
+7% +$28.7K 0.16% 74
2023
Q3 		$386K Buy
984
+75
+8% +$30.7K 0.15% 78
2023
Q2 		$370K Buy
909
+28
+3% +$10.8K 0.13% 87
2023
Q1 		$331K Sell
881
-42
-5% -$15.4K 0.12% 88
2022
Q4 		$324K Buy
923
+276
+43% +$97.5K 0.13% 88
2022
Q3 		$212K Buy
647
+54
+9% +$19.7K 0.1% 92
2022
Q2 		$206K Buy
+593
New +$223K 0.12% 66

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Coston McIsaac & Partners's VOO Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Vanguard S&P 500 ETF (VOO) stake by 18% in Q2 2026, buying an estimated $263K and bringing the position to 2,640 shares worth $1.81M. The position accounts for 0.36% of the portfolio, ranked #57.

Coston McIsaac & Partners first reported a position in VOO in Q2 2022 and has held it in 17 quarters since. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Coston McIsaac & Partners held 2,640 shares of Vanguard S&P 500 ETF worth $1.81M as of Q2 2026.
  • Coston McIsaac & Partners bought 395 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $263K.
  • Vanguard S&P 500 ETF made up 0.36% of Coston McIsaac & Partners's portfolio in Q2 2026, its #57 holding.
  • Coston McIsaac & Partners first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
  • 4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.