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VOO icon

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
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

VGA
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
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
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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Guardian Partners's VOO Position: Q1 2026 in Review

Guardian Partners sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 661 shares — an estimated $416K sold.

Guardian Partners first reported a position in VOO in Q4 2024 and held it in 5 quarters. The position peaked at $416K in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Guardian Partners reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Guardian Partners sold 661 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $416K.
  • Guardian Partners first reported a position in Vanguard S&P 500 ETF in Q4 2024 and held it in 5 quarters.
  • Guardian Partners's Vanguard S&P 500 ETF position peaked at $416K in Q4 2025.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.