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

Daymark 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 		$126M Buy
184,141
+36,529
+25% +$24.4M 3.09% 3
2026
Q1 		$88.2M Buy
147,612
+14,644
+11% +$9.16M 2.77% 5
2025
Q4 		$83.4M Buy
132,968
+38,662
+41% +$24M 2.66% 7
2025
Q3 		$57.8M Buy
94,306
+11,634
+14% +$6.86M 1.96% 8
2025
Q2 		$47M Sell
82,672
-13,473
-14% -$7.08M 1.79% 8
2025
Q1 		$49.4M Sell
96,145
-35,984
-27% -$19.5M 2.12% 7
2024
Q4 		$71.2M Buy
132,129
+8,496
+7% +$4.6M 3.01% 5
2024
Q3 		$65.2M Buy
123,633
+11,771
+11% +$5.98M 2.76% 5
2024
Q2 		$55.9M Buy
111,862
+4,824
+5% +$2.32M 2.57% 6
2024
Q1 		$51.5M Buy
107,038
+21,565
+25% +$9.87M 2.77% 5
2023
Q4 		$37.3M Buy
85,473
+23,157
+37% +$9.48M 2.29% 7
2023
Q3 		$24.5M Buy
62,316
+26,635
+75% +$10.9M 1.69% 12
2023
Q2 		$14.5M Buy
35,681
+25,325
+245% +$9.77M 1.08% 19
2023
Q1 		$3.89M Buy
10,356
+6,227
+151% +$2.28M 0.52% 46
2022
Q4 		$1.45M Buy
+4,129
New +$1.46M 0.26% 76

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

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

Daymark Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 25% in Q2 2026, buying an estimated $24.4M and bringing the position to 184,141 shares worth $126M. The position accounts for 3.09% of the portfolio, ranked #3.

Daymark Wealth Partners first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Daymark Wealth Partners held 184,141 shares of Vanguard S&P 500 ETF worth $126M as of Q2 2026.
  • Daymark Wealth Partners bought 36,529 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $24.4M.
  • Vanguard S&P 500 ETF made up 3.09% of Daymark Wealth Partners's portfolio in Q2 2026, its #3 holding.
  • Daymark Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.