MP
VOO icon

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

McDonald 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 		$10.3M Buy
17,292
+4,289
+33% +$2.68M 2.44% 6
2025
Q4 		$8.16M Buy
13,003
+134
+1% +$83.3K 2.57% 6
2025
Q3 		$7.88M Buy
12,869
+297
+2% +$175K 2.35% 7
2025
Q2 		$7.14M Buy
12,572
+2,093
+20% +$1.1M 1.71% 7
2025
Q1 		$5.39M Buy
10,479
+39
+0.4% +$21.1K 1.4% 10
2024
Q4 		$5.63M Hold
10,440
– – 1.44% 7
2024
Q3 		$5.51M Hold
10,440
– – 1.38% 11
2024
Q2 		$5.22M Hold
10,440
– – 1.4% 11
2024
Q1 		$5.02M Hold
10,440
– – 1.38% 11
2023
Q4 		$4.56M Hold
10,440
– – 1.35% 12
2023
Q3 		$4.1M Hold
10,440
– – 1.33% 10
2023
Q2 		$4.25M Buy
10,440
+25
+0.2% +$9.64K 1.3% 13
2023
Q1 		$3.92M Hold
10,415
– – 1.27% 14
2022
Q4 		$3.66M Sell
10,415
-2,985
-22% -$1.05M 1.25% 17
2022
Q3 		$4.4M Sell
13,400
-5,193
-28% -$1.9M 1.68% 9
2022
Q2 		$6.45M Buy
18,593
+191
+1% +$72K 1.65% 6
2022
Q1 		$7.64M Buy
18,402
+15,476
+529% +$6.34M 1.67% 5
2021
Q4 		$1.28M Sell
2,926
-13,376
-82% -$5.65M 1.18% 25
2021
Q3 		$6.43M Hold
16,302
– – 1.51% 8
2021
Q2 		$6.42M Hold
16,302
– – 1.52% 9
2021
Q1 		$5.94M Hold
16,302
– – 1.53% 9
2020
Q4 		$5.6M Buy
+16,302
New +$5.31M 1.58% 9

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

McDonald Partners's VOO Position: Q1 2026 in Review

McDonald Partners increased its Vanguard S&P 500 ETF (VOO) stake by 33% in Q1 2026, buying an estimated $2.68M and bringing the position to 17,292 shares worth $10.3M. The position accounts for 2.44% of the portfolio, ranked #6.

McDonald Partners first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • McDonald Partners held 17,292 shares of Vanguard S&P 500 ETF worth $10.3M as of Q1 2026.
  • McDonald Partners bought 4,289 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.68M.
  • Vanguard S&P 500 ETF made up 2.44% of McDonald Partners's portfolio in Q1 2026, its #6 holding.
  • McDonald Partners first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.