EPIQ Partners
VOO icon

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

EPIQ 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
Q3 		$705K Buy
1,005
+155
+18% +$108K 0.3% 54
2026
Q2 		$584K Buy
850
+102
+14% +$68K 0.25% 57
2026
Q1 		$447K Buy
+748
New +$468K 0.21% 55

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Meitav Investment House
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CLA (CliftonLarsonAllen) Wealth Advisors
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

EPIQ Partners's VOO Position: Q3 2026 in Review

EPIQ Partners increased its Vanguard S&P 500 ETF (VOO) stake by 18% in Q3 2026, buying an estimated $108K and bringing the position to 1,005 shares worth $705K. The position accounts for 0.3% of the portfolio, ranked #54.

EPIQ Partners first reported a position in VOO in Q1 2026 and has held it in 3 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • EPIQ Partners held 1,005 shares of Vanguard S&P 500 ETF worth $705K as of Q3 2026.
  • EPIQ Partners bought 155 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $108K.
  • Vanguard S&P 500 ETF made up 0.3% of EPIQ Partners's portfolio in Q3 2026, its #54 holding.
  • EPIQ Partners first reported a position in Vanguard S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.