Cresset Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Cresset Asset Management’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	$888M	Buy	1,292,710 +98,230	+8%	+$65.5M	3.21%	5
2026 Q1	$714M	Buy	1,194,480 +679,833	+132%	+$425M	3.09%	5
2025 Q4	$323M	Buy	514,647 +42,077	+9%	+$26.1M	1.36%	13
2025 Q3	$290M	Buy	472,570 +42,430	+10%	+$25M	1.26%	13
2025 Q2	$245M	Sell	430,140 -27,352	-6%	-$14.4M	1.22%	13
2025 Q1	$235M	Buy	457,492 +32,489	+8%	+$17.6M	1.17%	13
2024 Q4	$229M	Buy	425,003 +15,647	+4%	+$8.48M	1.09%	15
2024 Q3	$217M	Buy	409,356 +31,115	+8%	+$15.8M	0.83%	18
2024 Q2	$190M	Buy	378,241 +95,587	+34%	+$46M	0.8%	20
2024 Q1	$136M	Buy	282,654 +100,211	+55%	+$45.9M	0.65%	26
2023 Q4	$79.7M	Buy	182,443 +13,412	+8%	+$5.49M	0.48%	33
2023 Q3	$66.6M	Buy	169,031 +5,075	+3%	+$2.08M	0.26%	50
2023 Q2	$67M	Buy	163,956 +91,770	+127%	+$35.4M	0.08%	73
2023 Q1	$27.1M	Buy	72,186 +13,807	+24%	+$5.06M	0.54%	37
2022 Q4	$17.1M	Buy	58,379 +1,170	+2%	+$413K	0.22%	58
2022 Q3	$18.9M	Sell	57,209 -5,031	-8%	-$1.84M	0.24%	48
2022 Q2	$20.8M	Buy	62,240 +18,069	+41%	+$6.81M	0.26%	45
2022 Q1	$18.3M	Sell	44,171 -1,300	-3%	-$532K	0.19%	56
2021 Q4	$19.9M	Buy	45,471 +13,570	+43%	+$5.73M	0.19%	55
2021 Q3	$12.6M	Buy	31,901 +1,601	+5%	+$650K	0.17%	49
2021 Q2	$12M	Sell	30,300 -6,813	-18%	-$2.62M	0.17%	48
2021 Q1	$13.5M	Sell	37,113 -7,596	-17%	-$2.69M	0.21%	43
2020 Q4	$15.4M	Buy	44,709 +3,149	+8%	+$1.03M	0.25%	38
2020 Q3	$12.8M	Buy	41,560 +1,802	+5%	+$549K	0.24%	43
2020 Q2	$11.3M	Buy	39,758 +17,217	+76%	+$4.63M	0.25%	42
2020 Q1	$5.34M	Buy	22,541 +4,159	+23%	+$1.17M	0.16%	47
2019 Q4	$5.44M	Sell	18,382 -6,562	-26%	-$1.86M	0.15%	57
2019 Q3	$6.83M	Buy	24,944 +51	+0.2%	+$13.8K	0.21%	58
2019 Q2	$6.73M	Sell	24,893 -3,838	-13%	-$1.02M	0.21%	65
2019 Q1	$6.38M	Buy	28,731 +17,990	+167%	+$4.49M	0.25%	31
2018 Q4	$2.47M	Buy	+10,741	New	+$2.66M	0.15%	34

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

Cresset Asset Management's VOO Position: Q2 2026 in Review

Cresset Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 8.2% in Q2 2026, buying an estimated $65.5M and bringing the position to 1,292,710 shares worth $888M. The position accounts for 3.21% of the portfolio, ranked #5.

Cresset Asset Management first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Cresset Asset Management held 1,292,710 shares of Vanguard S&P 500 ETF worth $888M as of Q2 2026.
Cresset Asset Management bought 98,230 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $65.5M.
Vanguard S&P 500 ETF made up 3.21% of Cresset Asset Management's portfolio in Q2 2026, its #5 holding.
Cresset Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.