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

Essential 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	$449K	Hold	654	–	–	0.21%	87
2026 Q1	$391K	Hold	654	–	–	0.13%	177
2025 Q4	$410K	Hold	654	–	–	0.13%	212
2025 Q3	$400K	Buy	654 +11	+2%	+$6.48K	0.13%	203
2025 Q2	$365K	Buy	+643	New	+$338K	0.15%	201

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

Essential Partners's VOO Position: Q2 2026 in Review

Essential Partners held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 654 shares worth $449K. The position accounts for 0.21% of the portfolio, ranked #87.

Essential Partners first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Essential Partners held 654 shares of Vanguard S&P 500 ETF worth $449K as of Q2 2026.
Essential Partners left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.21% of Essential Partners's portfolio in Q2 2026, its #87 holding.
Essential Partners first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.