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 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	Buy	9,715 +5,079	+110%	+$2.75M	1%	14
2024 Q3	$2.45M	Sell	4,636 -2,785	-38%	-$1.42M	1.29%	10
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

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

Golden State Equity Partners's VOO Position: Q1 2026 in Review

Golden State Equity Partners increased its Vanguard S&P 500 ETF (VOO) stake by 87% in Q1 2026, buying an estimated $7.29M and bringing the position to 25,057 shares worth $15M. The position accounts for 1.13% of the portfolio, ranked #9.

Golden State Equity Partners first reported a position in VOO in Q2 2023 and has held it in 11 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Golden State Equity Partners held 25,057 shares of Vanguard S&P 500 ETF worth $15M as of Q1 2026.
Golden State Equity Partners bought 11,657 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $7.29M.
Vanguard S&P 500 ETF made up 1.13% of Golden State Equity Partners's portfolio in Q1 2026, its #9 holding.
Golden State Equity Partners first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 11 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.