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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
Q3 		$463K Buy
661
+7
+1% +$4.89K 0.21% 80
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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Essential Partners's VOO Position: Q3 2026 in Review

Essential Partners increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q3 2026, buying an estimated $4.89K and bringing the position to 661 shares worth $463K. The position accounts for 0.21% of the portfolio, ranked #80.

Essential Partners first reported a position in VOO in Q2 2025 and has held it in 6 quarters since. 676 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Essential Partners held 661 shares of Vanguard S&P 500 ETF worth $463K as of Q3 2026.
  • Essential Partners bought 7 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $4.89K.
  • Vanguard S&P 500 ETF made up 0.21% of Essential Partners's portfolio in Q3 2026, its #80 holding.
  • Essential Partners first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
  • 676 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.