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

Cumberland 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 		$1M Hold
1,463
– – 0.07% 126
2026
Q1 		$874K Hold
1,463
– – 0.07% 132
2025
Q4 		$917K Hold
1,463
– – 0.06% 137
2025
Q3 		$896K Hold
1,463
– – 0.06% 137
2025
Q2 		$831K Hold
1,463
– – 0.06% 142
2025
Q1 		$752K Hold
1,463
– – 0.06% 140
2024
Q4 		$788K Hold
1,463
– – 0.06% 136
2024
Q3 		$772K Hold
1,463
– – 0.05% 144
2024
Q2 		$732K Hold
1,463
– – 0.05% 144
2024
Q1 		$703K Buy
+1,463
New +$670K 0.05% 148

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

Cumberland Partners's VOO Position: Q2 2026 in Review

Cumberland Partners held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,463 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #126.

Cumberland Partners first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Cumberland Partners held 1,463 shares of Vanguard S&P 500 ETF worth $1M as of Q2 2026.
  • Cumberland Partners left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.07% of Cumberland Partners's portfolio in Q2 2026, its #126 holding.
  • Cumberland Partners first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.