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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
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

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

Intellectus Partners's VOO Position: Q1 2026 in Review

Intellectus Partners increased its Vanguard S&P 500 ETF (VOO) stake by 33% in Q1 2026, buying an estimated $478K and bringing the position to 3,071 shares worth $1.84M. The position accounts for 0.37% of the portfolio, ranked #71.

Intellectus Partners first reported a position in VOO in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.79M in Q4 2021. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Intellectus Partners held 3,071 shares of Vanguard S&P 500 ETF worth $1.84M as of Q1 2026.
  • Intellectus Partners bought 765 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $478K.
  • Vanguard S&P 500 ETF made up 0.37% of Intellectus Partners's portfolio in Q1 2026, its #71 holding.
  • Intellectus Partners first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 27 quarters since.
  • Intellectus Partners's Vanguard S&P 500 ETF position peaked at $2.79M in Q4 2021.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Intellectus Partners's 13F filing for Q1 2026, filed 10 Apr 2026.