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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Liberty Square Wealth Partners's VOO Position: Q1 2026 in Review

Liberty Square Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 7.7% in Q1 2026, selling an estimated $2.37M and leaving 45,204 shares worth $27M. The position accounts for 7.54% of the portfolio, ranked #3.

Liberty Square Wealth Partners first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $44.2M in Q2 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Liberty Square Wealth Partners held 45,204 shares of Vanguard S&P 500 ETF worth $27M as of Q1 2026.
Liberty Square Wealth Partners sold 3,788 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.37M.
Vanguard S&P 500 ETF made up 7.54% of Liberty Square Wealth Partners's portfolio in Q1 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 6 quarters since.
Liberty Square Wealth Partners's Vanguard S&P 500 ETF position peaked at $44.2M in Q2 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.