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FourThought Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

FourThought Financial 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 		$34.5M Buy
50,233
+4,021
+9% +$2.68M 2.66% 5
2026
Q1 		$27.6M Buy
46,212
+5,668
+14% +$3.54M 2.38% 5
2025
Q4 		$25.4M Buy
40,544
+4,324
+12% +$2.69M 2.15% 5
2025
Q3 		$22.2M Buy
36,220
+5,141
+17% +$3.03M 1.95% 7
2025
Q2 		$17.7M Buy
31,079
+2,477
+9% +$1.3M 1.74% 10
2025
Q1 		$14.7M Buy
28,602
+1,461
+5% +$790K 1.54% 16
2024
Q4 		$14.6M Sell
27,141
-2,807
-9% -$1.52M 1.52% 17
2024
Q3 		$15.8M Buy
29,948
+3,335
+13% +$1.7M 1.87% 15
2024
Q2 		$13.3M Buy
26,613
+1,472
+6% +$708K 1.71% 17
2024
Q1 		$12.1M Buy
25,141
+2,675
+12% +$1.22M 1.38% 21
2023
Q4 		$9.81M Buy
22,466
+1,822
+9% +$746K 1.23% 24
2023
Q3 		$8.11M Buy
20,644
+494
+2% +$202K 1.13% 29
2023
Q2 		$8.21M Sell
20,150
-254
-1% -$98K 1.08% 29
2023
Q1 		$7.67M Buy
20,404
+3,138
+18% +$1.15M 1.05% 30
2022
Q4 		$6.07M Buy
+17,266
New +$6.1M 0.88% 35

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

FourThought Financial Partners's VOO Position: Q2 2026 in Review

FourThought Financial Partners increased its Vanguard S&P 500 ETF (VOO) stake by 8.7% in Q2 2026, buying an estimated $2.68M and bringing the position to 50,233 shares worth $34.5M. The position accounts for 2.66% of the portfolio, ranked #5.

FourThought Financial Partners first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 3,528 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • FourThought Financial Partners held 50,233 shares of Vanguard S&P 500 ETF worth $34.5M as of Q2 2026.
  • FourThought Financial Partners bought 4,021 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.68M.
  • Vanguard S&P 500 ETF made up 2.66% of FourThought Financial Partners's portfolio in Q2 2026, its #5 holding.
  • FourThought Financial Partners first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,528 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.