Fiduciary Wealth Partners
VOO icon

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

Fiduciary 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
Q3 		$59.5M Buy
84,837
+5,214
+7% +$3.64M 28.32% 1
2026
Q2 		$54.7M Sell
79,623
-2,367
-3% -$1.58M 30.1% 1
2026
Q1 		$49M Sell
81,990
-38,391
-32% -$24M 32.06% 1
2025
Q4 		$75.5M Sell
120,381
-1,278
-1% -$794K 30.96% 1
2025
Q3 		$74.5M Buy
121,659
+67,801
+126% +$40M 31.28% 1
2025
Q2 		$30.6M Sell
53,858
-20,515
-28% -$10.8M 28.82% 1
2025
Q1 		$38.2M Buy
+74,373
New +$40.2M 33.03% 1
2017
Q3 		$28.2M Sell
122,408
-27,717
-18% -$6.28M 37.69% 2
2017
Q2 		$33.3M Sell
150,125
-24,154
-14% -$5.32M 40.79% 1
2017
Q1 		$37.7M Sell
174,279
-2,452
-1% -$523K 38.23% 1
2016
Q4 		$36.8M Sell
176,731
-2,332
-1% -$468K 37.14% 1
2016
Q3 		$35.6M Sell
179,063
-3,003
-2% -$596K 35.57% 1
2016
Q2 		$35M Sell
182,066
-12,026
-6% -$2.29M 37.25% 1
2016
Q1 		$36.6M Sell
194,092
-105,570
-35% -$18.9M 38.45% 1
2015
Q4 		$52.3M Buy
+299,662
New +$56.4M 45.66% 1

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Fiduciary Wealth Partners's VOO Position: Q3 2026 in Review

Fiduciary Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 6.5% in Q3 2026, buying an estimated $3.64M and bringing the position to 84,837 shares worth $59.5M. The position accounts for 28.32% of the portfolio, ranked #1.

Fiduciary Wealth Partners first reported a position in VOO in Q4 2015 and has held it in 15 quarters since. The position peaked at $75.5M in Q4 2025. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Fiduciary Wealth Partners held 84,837 shares of Vanguard S&P 500 ETF worth $59.5M as of Q3 2026.
  • Fiduciary Wealth Partners bought 5,214 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $3.64M.
  • Vanguard S&P 500 ETF made up 28.32% of Fiduciary Wealth Partners's portfolio in Q3 2026, its #1 holding.
  • Fiduciary Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 15 quarters since.
  • Fiduciary Wealth Partners's Vanguard S&P 500 ETF position peaked at $75.5M in Q4 2025.
  • 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.