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

Cyndeo 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 		$3.18M Buy
4,630
+1,948
+73% +$1.3M 0.15% 147
2026
Q1 		$1.6M Sell
2,682
-2,373
-47% -$1.48M 0.08% 191
2025
Q4 		$3.17M Buy
5,055
+2,837
+128% +$1.76M 0.17% 127
2025
Q3 		$1.36M Sell
2,218
-504
-19% -$297K 0.08% 197
2025
Q2 		$1.55M Buy
2,722
+283
+12% +$149K 0.09% 185
2025
Q1 		$1.25M Sell
2,439
-150
-6% -$81.1K 0.08% 189
2024
Q4 		$1.4M Buy
2,589
+7
+0.3% +$3.79K 0.09% 187
2024
Q3 		$1.36M Buy
2,582
+549
+27% +$279K 0.1% 187
2024
Q2 		$1.02M Buy
2,033
+63
+3% +$30.3K 0.08% 210
2024
Q1 		$947K Sell
1,970
-426
-18% -$195K 0.08% 203
2023
Q4 		$1.05M Buy
2,396
+560
+31% +$229K 0.1% 183
2023
Q3 		$721K Sell
1,836
-547
-23% -$224K 0.08% 195
2023
Q2 		$970K Buy
2,383
+12
+0.5% +$4.63K 0.1% 167
2023
Q1 		$892K Sell
2,371
-848
-26% -$311K 0.1% 178
2022
Q4 		$1.13M Buy
+3,219
New +$1.14M 0.13% 159

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
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
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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 73% in Q2 2026, buying an estimated $1.3M and bringing the position to 4,630 shares worth $3.18M. The position accounts for 0.15% of the portfolio, ranked #147.

Cyndeo Wealth Partners first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 995 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Cyndeo Wealth Partners held 4,630 shares of Vanguard S&P 500 ETF worth $3.18M as of Q2 2026.
  • Cyndeo Wealth Partners bought 1,948 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.3M.
  • Vanguard S&P 500 ETF made up 0.15% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #147 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 995 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.