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

Investment 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	$236K	Buy	+343	New	+$229K	0.07%	154
2022 Q4	–	Sell	-1,182	Closed	-$388K	–	245
2022 Q3	$388K	Buy	+1,182	New	+$432K	0.12%	167
2021 Q1	–	Sell	-1,000	Closed	-$344K	–	161
2020 Q4	$344K	Hold	1,000	–	–	0.18%	93
2020 Q3	$308K	Buy	+1,000	New	+$305K	0.18%	95

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

Investment Partners's VOO Position: Q2 2026 in Review

Investment Partners opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 343 shares worth $236K. The stake represents 0.07% of the portfolio and ranks #154 among its holdings. This is a return to the name: Investment Partners previously reported a position in VOO as recently as Q3 2022.

Investment Partners first reported a position in VOO in Q3 2020 and has held it in 4 quarters since. The position peaked at $388K in Q3 2022. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Investment Partners held 343 shares of Vanguard S&P 500 ETF worth $236K as of Q2 2026.
Vanguard S&P 500 ETF was a new Investment Partners position in Q2 2026.
Vanguard S&P 500 ETF made up 0.07% of Investment Partners's portfolio in Q2 2026, its #154 holding.
Investment Partners first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 4 quarters since.
Investment Partners's Vanguard S&P 500 ETF position peaked at $388K in Q3 2022.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.