Highline Wealth Partners
VOO icon

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

Highline Wealth 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 		$29.2M Buy
41,722
+4,016
+11% +$2.8M 5.55% 3
2026
Q2 		$25.9M Buy
37,706
+447
+1% +$298K 5.25% 5
2026
Q1 		$22.3M Buy
37,259
+2,802
+8% +$1.75M 5.68% 4
2025
Q4 		$21.6M Sell
34,457
-1,845
-5% -$1.15M 6.08% 4
2025
Q3 		$22.2M Buy
36,302
+1,181
+3% +$696K 5.98% 4
2025
Q2 		$19.9M Buy
35,121
+589
+2% +$310K 5.9% 4
2025
Q1 		$17.7M Buy
34,532
+183
+0.5% +$98.9K 5.97% 3
2024
Q4 		$18.5M Buy
34,349
+2,174
+7% +$1.18M 6.04% 3
2024
Q3 		$17M Buy
32,175
+133
+0.4% +$67.6K 5.68% 4
2024
Q2 		$16M Buy
32,042
+1,662
+5% +$800K 6.04% 2
2024
Q1 		$14.6M Buy
30,380
+4,743
+19% +$2.17M 5.95% 3
2023
Q4 		$11.2M Buy
25,637
+1,272
+5% +$521K 5.43% 2
2023
Q3 		$9.6M Buy
24,365
+1,690
+7% +$691K 5.91% 2
2023
Q2 		$9.23M Buy
22,675
+871
+4% +$336K 5.81% 2
2023
Q1 		$8.2M Sell
21,804
-241
-1% -$88.4K 5.6% 1
2022
Q4 		$7.75M Sell
22,045
-3,105
-12% -$1.1M 5.71% 2
2022
Q3 		$8.26M Buy
+25,150
New +$9.19M 6.71% 2

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Highline Wealth Partners's VOO Position: Q3 2026 in Review

Highline Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q3 2026, buying an estimated $2.8M and bringing the position to 41,722 shares worth $29.2M. The position accounts for 5.55% of the portfolio, ranked #3.

Highline Wealth Partners first reported a position in VOO in Q3 2022 and has held it in 17 quarters since. 1,793 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Highline Wealth Partners held 41,722 shares of Vanguard S&P 500 ETF worth $29.2M as of Q3 2026.
  • Highline Wealth Partners bought 4,016 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $2.8M.
  • Vanguard S&P 500 ETF made up 5.55% of Highline Wealth Partners's portfolio in Q3 2026, its #3 holding.
  • Highline Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 17 quarters since.
  • 1,793 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.