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 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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Guardian Partners's VOO Position: Q2 2026 in Review

Guardian Partners opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 28,612 shares worth $19.7M. The stake represents 1.77% of the portfolio and ranks #12 among its holdings. This is a return to the name: Guardian Partners previously reported a position in VOO as recently as Q4 2025.

Guardian Partners first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. 4,006 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Guardian Partners held 28,612 shares of Vanguard S&P 500 ETF worth $19.7M as of Q2 2026.
Vanguard S&P 500 ETF was a new Guardian Partners position in Q2 2026.
Vanguard S&P 500 ETF made up 1.77% of Guardian Partners's portfolio in Q2 2026, its #12 holding.
Guardian Partners first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
4,006 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.