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

Curated 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
2024
Q2 		– Sell
-35,211
Closed -$16.9M – 258
2024
Q1 		$16.9M Buy
+35,211
New +$16.1M 2.49% 4

Other funds holding VOO

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 $43.3B AUM 29.3% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 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
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 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

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

Curated Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 4,319% in Q2 2026, buying an estimated $2.31B and bringing the position to 3,541,503 shares worth $11.4M. The position accounts for 1.47% of the portfolio, ranked #5.

Curated Wealth Partners first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $47.9M in Q1 2026. 1,613 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Curated Wealth Partners held 3,541,503 shares of Vanguard S&P 500 ETF worth $11.4M as of Q2 2026.
  • Curated Wealth Partners bought 3,461,361 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.31B.
  • Vanguard S&P 500 ETF made up 1.47% of Curated Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Curated Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Vanguard S&P 500 ETF position peaked at $47.9M in Q1 2026.
  • 1,613 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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