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

Liberty Square 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 Q2	$29.8M	Sell	43,380 -1,824	-4%	-$1.22M	7.1%	3
2026 Q1	$27M	Sell	45,204 -3,788	-8%	-$2.37M	7.54%	3
2025 Q4	$30.7M	Sell	48,992 -17,148	-26%	-$10.7M	8.76%	3
2025 Q3	$40.5M	Sell	66,140 -11,693	-15%	-$6.89M	12.5%	1
2025 Q2	$44.2M	Buy	77,833 +2,644	+4%	+$1.39M	15.27%	1
2025 Q1	$38.6M	Buy	75,189 +1,846	+3%	+$998K	14.74%	1
2024 Q4	$41.1M	Buy	+73,343	New	+$39.7M	15%	1

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

Liberty Square Wealth Partners's VOO Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 4% in Q2 2026, selling an estimated $1.22M and leaving 43,380 shares worth $29.8M. The position accounts for 7.1% of the portfolio, ranked #3.

Liberty Square Wealth Partners first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.2M in Q2 2025. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Liberty Square Wealth Partners held 43,380 shares of Vanguard S&P 500 ETF worth $29.8M as of Q2 2026.
Liberty Square Wealth Partners sold 1,824 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.22M.
Vanguard S&P 500 ETF made up 7.1% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #3 holding.
Liberty Square Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's Vanguard S&P 500 ETF position peaked at $44.2M in Q2 2025.
4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.