Evelyn Partners Investment Management (Europe)’s Vanguard S&P 500 ETF VOO Stock Holding History

Evelyn Partners Investment Management (Europe)’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	$2.07M	Buy	3,469 +6	+0.2%	+$3.75K	0.71%	33
2025 Q4	$2.17M	Hold	3,463	–	–	0.7%	32
2025 Q3	$2.12M	Hold	3,463	–	–	0.73%	28
2025 Q2	$1.97M	Hold	3,463	–	–	0.71%	32
2025 Q1	$1.78M	Hold	3,463	–	–	0.67%	34
2024 Q4	$1.87M	Buy	+3,463	New	+$1.88M	0.68%	32

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 $424B AUM 22.96% 1-Year Est. Return

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

Evelyn Partners Investment Management (Europe)'s VOO Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) increased its Vanguard S&P 500 ETF (VOO) stake by 0.17% in Q1 2026, buying an estimated $3.75K and bringing the position to 3,469 shares worth $2.07M. The position accounts for 0.71% of the portfolio, ranked #33.

Evelyn Partners Investment Management (Europe) first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.17M in Q4 2025. 3,844 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 3,469 shares of Vanguard S&P 500 ETF worth $2.07M as of Q1 2026.
Evelyn Partners Investment Management (Europe) bought 6 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.75K.
Vanguard S&P 500 ETF made up 0.71% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #33 holding.
Evelyn Partners Investment Management (Europe) first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management (Europe)'s Vanguard S&P 500 ETF position peaked at $2.17M in Q4 2025.
3,844 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.