Impact Partnership Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Impact Partnership Wealth’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	$1.25M	Sell	1,826 -15	-0.8%	-$10K	0.12%	116
2026 Q1	$1.1M	Buy	1,841 +172	+10%	+$108K	0.14%	108
2025 Q4	$1.05M	Buy	1,669 +1,127	+208%	+$700K	0.13%	104
2025 Q3	$332K	Buy	+542	New	+$319K	0.05%	223
2024 Q2	–	Sell	-6	Closed	-$2.88K	–	671
2024 Q1	$2.88K	Sell	6 -34	-85%	-$15.6K	﹤0.01%	551
2023 Q4	$17.5K	Buy	40 +27	+208%	+$11.1K	0.01%	428
2023 Q3	$5.11K	Sell	13 -213	-94%	-$87.1K	﹤0.01%	689
2023 Q2	$92K	Buy	+226	New	+$87.2K	0.03%	195

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

Impact Partnership Wealth's VOO Position: Q2 2026 in Review

Impact Partnership Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 0.81% in Q2 2026, selling an estimated $10K and leaving 1,826 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #116.

Impact Partnership Wealth first reported a position in VOO in Q2 2023 and has held it in 8 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Impact Partnership Wealth held 1,826 shares of Vanguard S&P 500 ETF worth $1.25M as of Q2 2026.
Impact Partnership Wealth sold 15 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $10K.
Vanguard S&P 500 ETF made up 0.12% of Impact Partnership Wealth's portfolio in Q2 2026, its #116 holding.
Impact Partnership Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 8 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.