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

Edgestream 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	$6.77M	Buy	9,855 +2,939	+42%	+$1.96M	0.2%	159
2026 Q1	$4.13M	Sell	6,916 -21,446	-76%	-$13.4M	0.14%	293
2025 Q4	$17.8M	Buy	28,362 +19,512	+220%	+$12.1M	0.5%	8
2025 Q3	$5.42M	Sell	8,850 -6,597	-43%	-$3.89M	0.16%	226
2025 Q2	$8.77M	Buy	15,447 +7,436	+93%	+$3.91M	0.24%	108
2025 Q1	$4.12M	Buy	8,011 +770	+11%	+$416K	0.14%	288
2024 Q4	$3.9M	Sell	7,241 -5,154	-42%	-$2.79M	0.17%	229
2024 Q3	$6.54M	Sell	12,395 -6,733	-35%	-$3.42M	0.29%	77
2024 Q2	$9.57M	Sell	19,128 -836	-4%	-$402K	0.46%	18
2024 Q1	$9.6M	Buy	19,964 +4,469	+29%	+$2.05M	0.48%	9
2023 Q4	$6.77M	Buy	15,495 +5,526	+55%	+$2.26M	0.49%	9
2023 Q3	$3.91M	Buy	9,969 +1,844	+23%	+$754K	0.31%	43
2023 Q2	$3.31M	Buy	+8,125	New	+$3.13M	0.3%	61

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

Edgestream Partners's VOO Position: Q2 2026 in Review

Edgestream Partners increased its Vanguard S&P 500 ETF (VOO) stake by 42% in Q2 2026, buying an estimated $1.96M and bringing the position to 9,855 shares worth $6.77M. The position accounts for 0.2% of the portfolio, ranked #159.

Edgestream Partners first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.8M in Q4 2025. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Edgestream Partners held 9,855 shares of Vanguard S&P 500 ETF worth $6.77M as of Q2 2026.
Edgestream Partners bought 2,939 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.96M.
Vanguard S&P 500 ETF made up 0.2% of Edgestream Partners's portfolio in Q2 2026, its #159 holding.
Edgestream Partners first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Edgestream Partners's Vanguard S&P 500 ETF position peaked at $17.8M in Q4 2025.
4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.