Evelyn Partners Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Evelyn Partners Asset Management’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	$6.55M	Sell	10,968 -14	-0.1%	-$8.76K	1.61%	26
2025 Q4	$6.89M	Buy	10,982 +29	+0.3%	+$18K	1.62%	22
2025 Q3	$6.71M	Buy	10,953 +117	+1%	+$69K	1.51%	24
2025 Q2	$6.16M	Sell	10,836 -160	-1%	-$84.1K	1.56%	23
2025 Q1	$5.65M	Sell	10,996 -548	-5%	-$296K	1.57%	23
2024 Q4	$6.22M	Buy	+11,544	New	+$6.25M	1.67%	20

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Evelyn Partners Asset Management's VOO Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.13% in Q1 2026, selling an estimated $8.76K and leaving 10,968 shares worth $6.55M. The position accounts for 1.61% of the portfolio, ranked #26.

Evelyn Partners Asset Management first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.89M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Evelyn Partners Asset Management held 10,968 shares of Vanguard S&P 500 ETF worth $6.55M as of Q1 2026.
Evelyn Partners Asset Management sold 14 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $8.76K.
Vanguard S&P 500 ETF made up 1.61% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #26 holding.
Evelyn Partners Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Vanguard S&P 500 ETF position peaked at $6.89M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.