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

Focus Partners Wealth’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	–	Sell	-20,000	Closed	-$6.71M	–	2846
2025 Q4	$6.71M	Buy	20,000 +5,000	+33%	+$3.11M	0.01%	842
2025 Q3	$4.92M	Sell	15,000 -11,500	-43%	-$6.78M	0.01%	749
2025 Q2	$8.05M	Buy	26,500 +3,000	+13%	+$1.58M	0.02%	548
2025 Q1	$6.46M	Sell	23,500 -46,100	-66%	-$24.9M	0.02%	562
2024 Q4	$20.2M	Buy	69,600 +24,900	+56%	+$13.5M	0.05%	320
2024 Q3	$12.7M	Buy	+44,700	New	+$22.7M	0.04%	361

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Focus Partners Wealth's VOO Position: Q1 2026 in Review

Focus Partners Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 0.37% in Q1 2026, buying an estimated $6.14M and bringing the position to 2,671,958 shares worth $1.6B. The position accounts for 1.78% of the portfolio, ranked #7.

Focus Partners Wealth first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.67B in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Focus Partners Wealth held 2,671,958 shares of Vanguard S&P 500 ETF worth $1.6B as of Q1 2026.
Focus Partners Wealth bought 9,823 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $6.14M.
Vanguard S&P 500 ETF made up 1.78% of Focus Partners Wealth's portfolio in Q1 2026, its #7 holding.
Focus Partners Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Vanguard S&P 500 ETF position peaked at $1.67B in Q4 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.