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

E-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	$375K	Sell	546 -425	-44%	-$283K	0.27%	42
2026 Q1	$580K	Sell	971 -20	-2%	-$12.5K	0.47%	29
2025 Q4	$621K	Buy	+991	New	+$616K	0.52%	29

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

E-Wealth Partners's VOO Position: Q2 2026 in Review

E-Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 44% in Q2 2026, selling an estimated $283K and leaving 546 shares worth $375K. The position accounts for 0.27% of the portfolio, ranked #42.

E-Wealth Partners first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. The position peaked at $621K in Q4 2025. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

E-Wealth Partners held 546 shares of Vanguard S&P 500 ETF worth $375K as of Q2 2026.
E-Wealth Partners sold 425 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $283K.
Vanguard S&P 500 ETF made up 0.27% of E-Wealth Partners's portfolio in Q2 2026, its #42 holding.
E-Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
E-Wealth Partners's Vanguard S&P 500 ETF position peaked at $621K in Q4 2025.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.