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

Guardian Financial 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 		$17.7M Sell
25,754
-1,880
-7% -$1.25M 6.88% 3
2026
Q1 		$16.5M Sell
27,634
-1,482
-5% -$927K 6.97% 3
2025
Q4 		$18.3M Sell
29,116
-5,552
-16% -$3.45M 7.7% 2
2025
Q3 		$21.2M Sell
34,668
-1,318
-4% -$777K 8.96% 1
2025
Q2 		$20.4M Sell
35,986
-357
-1% -$188K 9.18% 2
2025
Q1 		$18.7M Sell
36,343
-1,890
-5% -$1.02M 8.94% 2
2024
Q4 		$20.6M Sell
38,233
-840
-2% -$455K 12.24% 1
2024
Q3 		$20.6M Sell
39,073
-3,889
-9% -$1.98M 12.89% 1
2024
Q2 		$21.5M Sell
42,962
-1,538
-3% -$740K 14.25% 1
2024
Q1 		$21.4M Sell
44,500
-2,595
-6% -$1.19M 14.66% 1
2023
Q4 		$20.6M Sell
47,095
-2,277
-5% -$932K 16.88% 1
2023
Q3 		$19.4M Buy
+49,372
New +$20.2M 18.23% 1
2023
Q2 		– Sell
-57,611
Closed -$21.7M – 40
2023
Q1 		$21.7M Sell
57,611
-6,780
-11% -$2.49M 21.78% 1
2022
Q4 		$22.6M Sell
64,391
-5,427
-8% -$1.92M 24% 1
2022
Q3 		$22.9M Buy
69,818
+13,896
+25% +$5.08M 26.56% 1
2022
Q2 		$19.4M Sell
55,922
-486
-0.9% -$183K 21.73% 1
2022
Q1 		$22.1M Sell
56,408
-10,473
-16% -$4.29M 22.75% 1
2021
Q4 		$29.2M Buy
+66,881
New +$28.2M 27.87% 1

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Guardian Financial Partners's VOO Position: Q2 2026 in Review

Guardian Financial Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 6.8% in Q2 2026, selling an estimated $1.25M and leaving 25,754 shares worth $17.7M. The position accounts for 6.88% of the portfolio, ranked #3.

Guardian Financial Partners first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $29.2M in Q4 2021. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Guardian Financial Partners held 25,754 shares of Vanguard S&P 500 ETF worth $17.7M as of Q2 2026.
  • Guardian Financial Partners sold 1,880 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.25M.
  • Vanguard S&P 500 ETF made up 6.88% of Guardian Financial Partners's portfolio in Q2 2026, its #3 holding.
  • Guardian Financial Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Guardian Financial Partners's Vanguard S&P 500 ETF position peaked at $29.2M in Q4 2021.
  • 3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.