Great Diamond Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Great Diamond 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	$1.63M	Sell	2,373 -10	-0.4%	-$6.67K	0.28%	87
2026 Q1	$1.42M	Sell	2,383 -3,752	-61%	-$2.35M	0.27%	93
2025 Q4	$3.85M	Buy	6,135 +3,785	+161%	+$2.35M	0.74%	30
2025 Q3	$1.44M	Hold	2,350	–	–	0.28%	88
2025 Q2	$1.33M	Buy	+2,350	New	+$1.24M	0.28%	86
2020 Q1	–	Sell	-276	Closed	-$81K	–	588
2019 Q4	$81K	Buy	+276	New	+$78.1K	0.03%	247

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Great Diamond Partners's VOO Position: Q2 2026 in Review

Great Diamond Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 0.42% in Q2 2026, selling an estimated $6.67K and leaving 2,373 shares worth $1.63M. The position accounts for 0.28% of the portfolio, ranked #87.

Great Diamond Partners first reported a position in VOO in Q4 2019 and has held it in 6 quarters since. The position peaked at $3.85M in Q4 2025. 1,142 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Great Diamond Partners held 2,373 shares of Vanguard S&P 500 ETF worth $1.63M as of Q2 2026.
Great Diamond Partners sold 10 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.67K.
Vanguard S&P 500 ETF made up 0.28% of Great Diamond Partners's portfolio in Q2 2026, its #87 holding.
Great Diamond Partners first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 6 quarters since.
Great Diamond Partners's Vanguard S&P 500 ETF position peaked at $3.85M in Q4 2025.
1,142 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.