Golden State Equity Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Golden State Equity 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	$98.2K	Sell	143 -24,914	-99%	-$16.6M	0.26%	57
2026 Q1	$15M	Buy	25,057 +11,657	+87%	+$7.29M	1.13%	9
2025 Q4	$8.4M	Buy	13,400 +2,156	+19%	+$1.34M	1.36%	9
2025 Q3	$6.89M	Buy	11,244 +318	+3%	+$187K	1.16%	12
2025 Q2	$6.21M	Buy	10,926 +775	+8%	+$407K	1.15%	12
2025 Q1	$5.22M	Buy	10,151 +436	+4%	+$236K	1.03%	13
2024 Q4	$5.23M	Sell	9,715 -1,474	-13%	-$798K	1%	14
2024 Q3	$5.9M	Buy	11,189 +3,768	+51%	+$1.92M	0.92%	20
2024 Q2	$3.71M	Buy	+7,421	New	+$3.57M	0.77%	19
2023 Q4	$2.1M	Buy	4,810 +670	+16%	+$274K	0.51%	45
2023 Q3	$1.63M	Buy	4,140 +100	+2%	+$40.9K	0.45%	58
2023 Q2	$1.65M	Buy	+4,040	New	+$1.56M	0.46%	46

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

Golden State Equity Partners's VOO Position: Q2 2026 in Review

Golden State Equity Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 99% in Q2 2026, selling an estimated $16.6M and leaving 143 shares worth $98.2K. The position accounts for 0.26% of the portfolio, ranked #57.

Golden State Equity Partners first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. The position peaked at $15M in Q1 2026. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Golden State Equity Partners held 143 shares of Vanguard S&P 500 ETF worth $98.2K as of Q2 2026.
Golden State Equity Partners sold 24,914 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $16.6M.
Vanguard S&P 500 ETF made up 0.26% of Golden State Equity Partners's portfolio in Q2 2026, its #57 holding.
Golden State Equity Partners first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Golden State Equity Partners's Vanguard S&P 500 ETF position peaked at $15M in Q1 2026.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.