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

Intellectus 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	$2.15M	Buy	3,134 +63	+2%	+$42K	0.37%	67
2026 Q1	$1.84M	Buy	3,071 +765	+33%	+$478K	0.37%	71
2025 Q4	$1.45M	Buy	+2,306	New	+$1.43M	0.28%	94
2025 Q2	–	Sell	-573	Closed	-$294K	–	294
2025 Q1	$294K	Sell	573 -66	-10%	-$35.7K	0.07%	226
2024 Q4	$344K	Buy	639 +72	+13%	+$39K	0.08%	213
2024 Q3	$300K	Sell	567 -219	-28%	-$111K	0.08%	225
2024 Q2	$395K	Sell	786 -153	-16%	-$73.6K	0.11%	189
2024 Q1	$452K	Sell	939 -647	-41%	-$296K	0.12%	190
2023 Q4	$693K	Sell	1,586 -486	-23%	-$199K	0.2%	139
2023 Q3	$817K	Sell	2,072 -993	-32%	-$406K	0.26%	113
2023 Q2	$1.25M	Sell	3,065 -662	-18%	-$255K	0.38%	70
2023 Q1	$1.4M	Sell	3,727 -985	-21%	-$361K	0.44%	64
2022 Q4	$1.66M	Buy	4,712 +42	+0.9%	+$14.8K	0.58%	49
2022 Q3	$1.54M	Sell	4,670 -9	-0.2%	-$3.29K	0.55%	51
2022 Q2	$1.63M	Hold	4,679	–	–	0.56%	47
2022 Q1	$1.94M	Sell	4,679 -1,707	-27%	-$699K	0.58%	45
2021 Q4	$2.79M	Sell	6,386 -94	-1%	-$39.7K	0.71%	37
2021 Q3	$2.56M	Sell	6,480 -573	-8%	-$232K	0.62%	41
2021 Q2	$2.79M	Buy	7,053 +595	+9%	+$228K	0.63%	36
2021 Q1	$2.35M	Buy	+6,458	New	+$2.29M	0.65%	36
2018 Q4	–	Sell	-226	Closed	-$61K	–	513
2018 Q3	$61K	Hold	226	–	–	0.02%	328
2018 Q2	$57K	Hold	226	–	–	0.02%	324
2018 Q1	$55K	Sell	226 -450	-67%	-$113K	0.02%	330
2017 Q4	$166K	Hold	676	–	–	0.06%	233
2017 Q3	$156K	Hold	676	–	–	0.06%	255
2017 Q2	$150K	Buy	676 +126	+23%	+$27.7K	0.07%	232
2017 Q1	$119K	Hold	550	–	–	0.06%	223
2016 Q4	$113K	Buy	+550	New	+$110K	0.06%	220

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 22.9% 1-Year Est. Return

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

Intellectus Partners's VOO Position: Q2 2026 in Review

Intellectus Partners increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q2 2026, buying an estimated $42K and bringing the position to 3,134 shares worth $2.15M. The position accounts for 0.37% of the portfolio, ranked #67.

Intellectus Partners first reported a position in VOO in Q4 2016 and has held it in 28 quarters since. The position peaked at $2.79M in Q4 2021. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Intellectus Partners held 3,134 shares of Vanguard S&P 500 ETF worth $2.15M as of Q2 2026.
Intellectus Partners bought 63 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $42K.
Vanguard S&P 500 ETF made up 0.37% of Intellectus Partners's portfolio in Q2 2026, its #67 holding.
Intellectus Partners first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 28 quarters since.
Intellectus Partners's Vanguard S&P 500 ETF position peaked at $2.79M in Q4 2021.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.