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

Greenline 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	$26.3M	Buy	44,095 +14,784	+50%	+$9.25M	2.83%	9
2025 Q4	$18.4M	Buy	29,311 +8,878	+43%	+$5.52M	2.1%	12
2025 Q3	$12.5M	Buy	20,433 +4,133	+25%	+$2.44M	1.52%	21
2025 Q2	$9.26M	Buy	16,300 +13,550	+493%	+$7.12M	1.25%	25
2025 Q1	$2.47M	Sell	2,750 -142	-5%	-$76.8K	0.36%	62
2024 Q4	$1.56M	Buy	2,892 +450	+18%	+$244K	0.22%	82
2024 Q3	$1.29M	Sell	2,442 -4,146	-63%	-$2.11M	0.18%	83
2024 Q2	$3.3M	Buy	6,588 +4,470	+211%	+$2.15M	0.5%	53
2024 Q1	$1.02M	Buy	2,118 +91	+4%	+$41.6K	0.16%	80
2023 Q4	$885K	Sell	2,027 -25	-1%	-$10.2K	0.15%	77
2023 Q3	$806K	Hold	2,052	–	–	0.15%	75
2023 Q2	$836K	Hold	2,052	–	–	0.16%	76
2023 Q1	$772K	Hold	2,052	–	–	0.15%	84
2022 Q4	$721K	Buy	2,052 +651	+46%	+$230K	0.14%	91
2022 Q3	$460K	Buy	1,401 +794	+131%	+$290K	0.1%	94
2022 Q2	$211K	Buy	+607	New	+$229K	0.05%	115

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

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

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

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