FWP
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Family Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Family Wealth 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
Q2 		$6.43M Sell
9,355
-53
-0.6% -$35.3K 1.97% 16
2026
Q1 		$5.62M Sell
9,408
-84
-0.9% -$52.5K 1.92% 15
2025
Q4 		$5.95M Sell
9,492
-155
-2% -$96.3K 2.15% 15
2025
Q3 		$5.91M Sell
9,647
-69
-0.7% -$40.7K 2.21% 15
2025
Q2 		$5.52M Sell
9,716
-934
-9% -$491K 2.21% 15
2025
Q1 		$5.47M Sell
10,650
-230
-2% -$124K 2.5% 15
2024
Q4 		$5.86M Sell
10,880
-374
-3% -$203K 2.79% 14
2024
Q3 		$5.94M Sell
11,254
-86
-0.8% -$43.7K 3.04% 13
2024
Q2 		$5.67M Buy
11,340
+468
+4% +$225K 2.94% 13
2024
Q1 		$5.23M Sell
10,872
-1,440
-12% -$659K 2.96% 9
2023
Q4 		$5.38M Buy
+12,312
New +$5.04M 4.15% 7

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Family Wealth Partners's VOO Position: Q2 2026 in Review

Family Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 0.56% in Q2 2026, selling an estimated $35.3K and leaving 9,355 shares worth $6.43M. The position accounts for 1.97% of the portfolio, ranked #16.

Family Wealth Partners first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Family Wealth Partners held 9,355 shares of Vanguard S&P 500 ETF worth $6.43M as of Q2 2026.
  • Family Wealth Partners sold 53 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $35.3K.
  • Vanguard S&P 500 ETF made up 1.97% of Family Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Family Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.