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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Edgestream Partners's VOO Position: Q1 2026 in Review

Edgestream Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 76% in Q1 2026, selling an estimated $13.4M and leaving 6,916 shares worth $4.13M. The position accounts for 0.14% of the portfolio, ranked #293.

Edgestream Partners first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.8M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Edgestream Partners held 6,916 shares of Vanguard S&P 500 ETF worth $4.13M as of Q1 2026.
  • Edgestream Partners sold 21,446 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $13.4M.
  • Vanguard S&P 500 ETF made up 0.14% of Edgestream Partners's portfolio in Q1 2026, its #293 holding.
  • Edgestream Partners first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
  • Edgestream Partners's Vanguard S&P 500 ETF position peaked at $17.8M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.