Mosaic Family Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Mosaic Family 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	$2.06M	Buy	3,447 +1,659	+93%	+$1.04M	0.21%	66
2025 Q4	$1.12M	Buy	1,788 +305	+21%	+$190K	0.12%	92
2025 Q3	$905K	Sell	1,483 -4,637	-76%	-$2.73M	0.11%	92
2025 Q2	$3.48M	Buy	6,120 +27	+0.4%	+$14.2K	0.44%	32
2025 Q1	$3.13M	Buy	6,093 +624	+11%	+$337K	0.44%	30
2024 Q4	$2.95M	Buy	5,469 +47	+0.9%	+$25.5K	0.43%	31
2024 Q3	$2.86M	Buy	5,422 +298	+6%	+$151K	0.42%	33
2024 Q2	$2.56M	Buy	+5,124	New	+$2.47M	0.41%	33
2023 Q1	–	Sell	-588	Closed	-$207K	–	189
2022 Q4	$207K	Buy	+588	New	+$208K	0.06%	170

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

Mosaic Family Wealth Partners's VOO Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 93% in Q1 2026, buying an estimated $1.04M and bringing the position to 3,447 shares worth $2.06M. The position accounts for 0.21% of the portfolio, ranked #66.

Mosaic Family Wealth Partners first reported a position in VOO in Q4 2022 and has held it in 9 quarters since. The position peaked at $3.48M in Q2 2025. 3,832 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Mosaic Family Wealth Partners held 3,447 shares of Vanguard S&P 500 ETF worth $2.06M as of Q1 2026.
Mosaic Family Wealth Partners bought 1,659 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.04M.
Vanguard S&P 500 ETF made up 0.21% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #66 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 9 quarters since.
Mosaic Family Wealth Partners's Vanguard S&P 500 ETF position peaked at $3.48M in Q2 2025.
3,832 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.