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

Marietta 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
Q1 		$471K Sell
789
-66
-8% -$41.3K 0.09% 121
2025
Q4 		$536K Buy
855
+170
+25% +$106K 0.11% 113
2025
Q3 		$419K Sell
685
-2,053
-75% -$1.21M 0.08% 132
2025
Q2 		$1.56M Hold
2,738
– – 0.34% 62
2025
Q1 		$1.41M Sell
2,738
-14
-0.5% -$7.57K 0.34% 65
2024
Q4 		$1.48M Buy
2,752
+114
+4% +$61.7K 0.33% 64
2024
Q3 		$1.39M Hold
2,638
– – 0.3% 73
2024
Q2 		$1.32M Hold
2,638
– – 0.29% 69
2024
Q1 		$1.27M Hold
2,638
– – 0.28% 72
2023
Q4 		$1.15M Hold
2,638
– – 0.29% 74
2023
Q3 		$1.04M Hold
2,638
– – 0.29% 73
2023
Q2 		$1.07M Sell
2,638
-38
-1% -$14.7K 0.28% 74
2023
Q1 		$1.01M Buy
+2,676
New +$981K 0.28% 69

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

Marietta Investment Partners's VOO Position: Q1 2026 in Review

Marietta Investment Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 7.7% in Q1 2026, selling an estimated $41.3K and leaving 789 shares worth $471K. The position accounts for 0.09% of the portfolio, ranked #121.

Marietta Investment Partners first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.56M in Q2 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Marietta Investment Partners held 789 shares of Vanguard S&P 500 ETF worth $471K as of Q1 2026.
  • Marietta Investment Partners sold 66 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $41.3K.
  • Vanguard S&P 500 ETF made up 0.09% of Marietta Investment Partners's portfolio in Q1 2026, its #121 holding.
  • Marietta Investment Partners first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
  • Marietta Investment Partners's Vanguard S&P 500 ETF position peaked at $1.56M in Q2 2025.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.