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

DT Investment 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	$4.65M	Buy	6,772 +560	+9%	+$373K	0.35%	46
2026 Q1	$3.71M	Sell	6,212 -36	-0.6%	-$22.5K	0.31%	48
2025 Q4	$3.92M	Sell	6,248 -2	-0%	-$1.24K	0.32%	48
2025 Q3	$3.83M	Sell	6,250 -80	-1%	-$47.2K	0.32%	45
2025 Q2	$3.6M	Sell	6,330 -22	-0.3%	-$11.6K	0.32%	47
2025 Q1	$3.26M	Buy	6,352 +347	+6%	+$188K	0.32%	47
2024 Q4	$3.24M	Sell	6,005 -30	-0.5%	-$16.2K	0.27%	53
2024 Q3	$3.18M	Buy	6,035 +2,907	+93%	+$1.48M	0.26%	54
2024 Q2	$1.56M	Buy	3,128 +22	+0.7%	+$10.6K	0.14%	68
2024 Q1	$1.49M	Hold	3,106	–	–	0.15%	65
2023 Q4	$1.4M	Hold	3,106	–	–	0.15%	63
2023 Q3	$1.22M	Hold	3,106	–	–	0.15%	66
2023 Q2	$1.3M	Hold	3,106	–	–	0.15%	63
2023 Q1	$1.19M	Hold	3,106	–	–	0.14%	67
2022 Q4	$1.09M	Buy	3,106 +2,332	+301%	+$824K	0.14%	74
2022 Q3	$254K	Sell	774 -656	-46%	-$240K	0.04%	110
2022 Q2	$496K	Buy	1,430 +774	+118%	+$292K	0.07%	106
2022 Q1	$272K	Buy	+656	New	+$269K	0.04%	141

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

DT Investment Partners's VOO Position: Q2 2026 in Review

DT Investment Partners increased its Vanguard S&P 500 ETF (VOO) stake by 9% in Q2 2026, buying an estimated $373K and bringing the position to 6,772 shares worth $4.65M. The position accounts for 0.35% of the portfolio, ranked #46.

DT Investment Partners first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

DT Investment Partners held 6,772 shares of Vanguard S&P 500 ETF worth $4.65M as of Q2 2026.
DT Investment Partners bought 560 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $373K.
Vanguard S&P 500 ETF made up 0.35% of DT Investment Partners's portfolio in Q2 2026, its #46 holding.
DT Investment Partners first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.