Freestone Grove Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Freestone Grove 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	$1.03B	Buy	1,501,826 +182,074	+14%	+$121M	6.62%	2
2026 Q1	$789M	Sell	1,319,752 -51,068	-4%	-$31.9M	5.57%	1
2025 Q4	$860M	Buy	1,370,820 +18,547	+1%	+$11.5M	6.22%	2
2025 Q3	$828M	Buy	1,352,273 +37,528	+3%	+$22.1M	6.18%	1
2025 Q2	$747M	Buy	1,314,745 +399,597	+44%	+$210M	5.64%	1
2025 Q1	$470M	Buy	+915,148	New	+$495M	4.84%	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

Freestone Grove Partners's VOO Position: Q2 2026 in Review

Freestone Grove Partners increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q2 2026, buying an estimated $121M and bringing the position to 1,501,826 shares worth $1.03B. The position accounts for 6.62% of the portfolio, ranked #2.

Freestone Grove Partners first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Freestone Grove Partners held 1,501,826 shares of Vanguard S&P 500 ETF worth $1.03B as of Q2 2026.
Freestone Grove Partners bought 182,074 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $121M.
Vanguard S&P 500 ETF made up 6.62% of Freestone Grove Partners's portfolio in Q2 2026, its #2 holding.
Freestone Grove Partners first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.