Evelyn Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
Other funds holding VOO
Evelyn Partners's VOO Position: Q3 2026 in Review
Evelyn Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 92% in Q3 2026, selling an estimated $113M and leaving 14,849 shares worth $10.4M. The position accounts for 0.17% of the portfolio, ranked #85.
Evelyn Partners first reported a position in VOO in Q2 2026 and has held it in 2 quarters since. The position peaked at $24.8M in Q2 2026. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.
- Evelyn Partners held 14,849 shares of Vanguard S&P 500 ETF worth $10.4M as of Q3 2026.
- Evelyn Partners sold 161,451 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $113M.
- Vanguard S&P 500 ETF made up 0.17% of Evelyn Partners's portfolio in Q3 2026, its #85 holding.
- Evelyn Partners first reported a position in Vanguard S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
- Evelyn Partners's Vanguard S&P 500 ETF position peaked at $24.8M in Q2 2026.
- 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.
Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.