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 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 Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Fiduciary Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q2 2026, selling an estimated $1.58M and leaving 79,623 shares worth $54.7M. The position accounts for 30.1% of the portfolio, ranked #1.

Fiduciary Wealth Partners first reported a position in VOO in Q4 2015 and has held it in 14 quarters since. The position peaked at $75.5M in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Fiduciary Wealth Partners held 79,623 shares of Vanguard S&P 500 ETF worth $54.7M as of Q2 2026.
Fiduciary Wealth Partners sold 2,367 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.58M.
Vanguard S&P 500 ETF made up 30.1% of Fiduciary Wealth Partners's portfolio in Q2 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 14 quarters since.
Fiduciary Wealth Partners's Vanguard S&P 500 ETF position peaked at $75.5M in Q4 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.