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 Q2	$473K	Sell	689 -100	-13%	-$66.7K	0.08%	132
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

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 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Marietta Investment Partners's VOO Position: Q2 2026 in Review

Marietta Investment Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2026, selling an estimated $66.7K and leaving 689 shares worth $473K. The position accounts for 0.08% of the portfolio, ranked #132.

Marietta Investment Partners first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.56M in Q2 2025. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Marietta Investment Partners held 689 shares of Vanguard S&P 500 ETF worth $473K as of Q2 2026.
Marietta Investment Partners sold 100 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $66.7K.
Vanguard S&P 500 ETF made up 0.08% of Marietta Investment Partners's portfolio in Q2 2026, its #132 holding.
Marietta Investment Partners first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
Marietta Investment Partners's Vanguard S&P 500 ETF position peaked at $1.56M in Q2 2025.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.