DB Fitzpatrick & Co
VOO icon

DB Fitzpatrick & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

DB Fitzpatrick & Co’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
Q3 		$4.58M Sell
6,533
-516
-7% -$360K 3.77% 3
2026
Q2 		$4.84M Buy
7,049
+295
+4% +$197K 3.91% 2
2026
Q1 		$4.04M Buy
6,754
+281
+4% +$176K 3.46% 3
2025
Q4 		$4.06M Buy
6,473
+303
+5% +$188K 3.61% 3
2025
Q3 		$3.78M Buy
6,170
+247
+4% +$146K 3.41% 3
2025
Q2 		$3.36M Buy
5,923
+183
+3% +$96.2K 2.99% 3
2025
Q1 		$2.95M Buy
5,740
+354
+7% +$191K 2.8% 3
2024
Q4 		$2.9M Sell
5,386
-30
-0.6% -$16.2K 2.67% 3
2024
Q3 		$2.86M Buy
5,416
+285
+6% +$145K 2.51% 3
2024
Q2 		$2.57M Buy
5,131
+56
+1% +$26.9K 2.38% 4
2024
Q1 		$2.44M Sell
5,075
-664
-12% -$304K 2.24% 4
2023
Q4 		$2.51M Sell
5,739
-109
-2% -$44.6K 2.4% 4
2023
Q3 		$2.3M Sell
5,848
-2,486
-30% -$1.02M 2.45% 3
2023
Q2 		$3.39M Buy
8,334
+435
+6% +$168K 3.58% 3
2023
Q1 		$2.97M Buy
7,899
+521
+7% +$191K 3.22% 2
2022
Q4 		$2.59M Sell
7,378
-447
-6% -$158K 2.97% 4
2022
Q3 		$2.57M Sell
7,825
-325
-4% -$119K 3.12% 2
2022
Q2 		$2.83M Sell
8,150
-71
-0.9% -$26.7K 3.11% 2
2022
Q1 		$3.41M Buy
8,221
+34
+0.4% +$13.9K 3.4% 2
2021
Q4 		$3.57M Buy
+8,187
New +$3.46M 3.34% 2

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

DB Fitzpatrick & Co's VOO Position: Q3 2026 in Review

DB Fitzpatrick & Co reduced its Vanguard S&P 500 ETF (VOO) stake by 7.3% in Q3 2026, selling an estimated $360K and leaving 6,533 shares worth $4.58M. The position accounts for 3.77% of the portfolio, ranked #3.

DB Fitzpatrick & Co first reported a position in VOO in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.84M in Q2 2026. 1,350 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • DB Fitzpatrick & Co held 6,533 shares of Vanguard S&P 500 ETF worth $4.58M as of Q3 2026.
  • DB Fitzpatrick & Co sold 516 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $360K.
  • Vanguard S&P 500 ETF made up 3.77% of DB Fitzpatrick & Co's portfolio in Q3 2026, its #3 holding.
  • DB Fitzpatrick & Co first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • DB Fitzpatrick & Co's Vanguard S&P 500 ETF position peaked at $4.84M in Q2 2026.
  • 1,350 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q3 2026, filed 19 Oct 2026.