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

Guardian 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 Q3	$785K	Sell	1,120 -27,492	-96%	-$19.2M	0.07%	127
2026 Q2	$19.7M	Buy	+28,612	New	+$19.1M	1.77%	12
2026 Q1	–	Sell	-661	Closed	-$416K	–	213
2025 Q4	$416K	Buy	661 +96	+17%	+$59.7K	0.03%	165
2025 Q3	$347K	Buy	565 +65	+13%	+$38.3K	0.03%	150
2025 Q2	$287K	Buy	500 +30	+6%	+$15.8K	0.03%	159
2025 Q1	$231K	Buy	470 +43	+10%	+$23.2K	0.02%	161
2024 Q4	$231K	Buy	+427	New	+$231K	0.02%	156

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Guardian Partners's VOO Position: Q3 2026 in Review

Guardian Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 96% in Q3 2026, selling an estimated $19.2M and leaving 1,120 shares worth $785K. The position accounts for 0.07% of the portfolio, ranked #127.

Guardian Partners first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.7M in Q2 2026. 1,573 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Guardian Partners held 1,120 shares of Vanguard S&P 500 ETF worth $785K as of Q3 2026.
Guardian Partners sold 27,492 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $19.2M.
Vanguard S&P 500 ETF made up 0.07% of Guardian Partners's portfolio in Q3 2026, its #127 holding.
Guardian Partners first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's Vanguard S&P 500 ETF position peaked at $19.7M in Q2 2026.
1,573 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.