EPIM
VOO icon

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

Evelyn Partners Investment 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 		$46K Hold
77
– – ﹤0.01% 281
2025
Q4 		$48.3K Buy
77
+75
+3,750% +$46.6K ﹤0.01% 282
2025
Q3 		$1.23K Hold
2
– – ﹤0.01% 391
2025
Q2 		$1.14K Hold
2
– – ﹤0.01% 393
2025
Q1 		$1.03K Hold
2
– – ﹤0.01% 398
2024
Q4 		$1.08K Buy
+2
New +$1.08K ﹤0.01% 397

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Evelyn Partners Investment Management held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 77 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Evelyn Partners Investment Management first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $48.3K in Q4 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Evelyn Partners Investment Management held 77 shares of Vanguard S&P 500 ETF worth $46K as of Q1 2026.
  • Evelyn Partners Investment Management left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #281 holding.
  • Evelyn Partners Investment Management 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's Vanguard S&P 500 ETF position peaked at $48.3K in Q4 2025.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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