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

Obermeyer 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 Q2	$110M	Buy	159,773 +1,771	+1%	+$1.18M	4.49%	4
2026 Q1	$94.4M	Buy	158,002 +2,505	+2%	+$1.57M	4.35%	3
2025 Q4	$97.5M	Buy	155,497 +4,079	+3%	+$2.53M	4.46%	4
2025 Q3	$92.7M	Sell	151,418 -1,101	-0.7%	-$649K	4.34%	4
2025 Q2	$86.6M	Buy	152,519 +2,820	+2%	+$1.48M	4.31%	4
2025 Q1	$76.9M	Buy	149,699 +5,251	+4%	+$2.84M	4.1%	6
2024 Q4	$77.8M	Buy	144,448 +9,627	+7%	+$5.21M	4.05%	7
2024 Q3	$71.1M	Buy	134,821 +11,272	+9%	+$5.73M	3.81%	6
2024 Q2	$61.8M	Buy	123,549 +6,526	+6%	+$3.14M	3.54%	7
2024 Q1	$56.3M	Buy	117,023 +18,184	+18%	+$8.32M	3.31%	8
2023 Q4	$43.2M	Buy	98,839 +16,055	+19%	+$6.57M	2.95%	14
2023 Q3	$32.5M	Buy	82,784 +8,440	+11%	+$3.45M	2.42%	17
2023 Q2	$30.3M	Sell	74,344 -7,057	-9%	-$2.72M	2.18%	20
2023 Q1	$30.6M	Sell	81,401 -1,655	-2%	-$607K	2.28%	19
2022 Q4	$29.2M	Buy	83,056 +44,788	+117%	+$15.8M	2.21%	21
2022 Q3	$12.6M	Buy	38,268 +28,219	+281%	+$10.3M	1.02%	33
2022 Q2	$3.49M	Buy	10,049 +772	+8%	+$291K	0.26%	38
2022 Q1	$3.85M	Buy	9,277 +1,095	+13%	+$448K	0.23%	41
2021 Q4	$3.57M	Buy	8,182 +478	+6%	+$202K	0.19%	42
2021 Q3	$3.04M	Sell	7,704 -15	-0.2%	-$6.09K	0.17%	46
2021 Q2	$3.04M	Buy	7,719 +448	+6%	+$172K	0.17%	49
2021 Q1	$2.65M	Buy	7,271 +2,146	+42%	+$761K	0.16%	50
2020 Q4	$1.76M	Sell	5,125 -450	-8%	-$147K	0.12%	49
2020 Q3	$1.72M	Buy	5,575 +395	+8%	+$120K	0.13%	47
2020 Q2	$1.47M	Buy	5,180 +30	+0.6%	+$8.07K	0.12%	45
2020 Q1	$1.22M	Hold	5,150	–	–	0.13%	45
2019 Q4	$1.52M	Hold	5,150	–	–	0.13%	50
2019 Q3	$1.4M	Hold	5,150	–	–	0.13%	50
2019 Q2	$1.39M	Hold	5,150	–	–	0.12%	50
2019 Q1	$1.34M	Buy	5,150 +1,250	+32%	+$312K	0.13%	48
2018 Q4	$896K	Buy	+3,900	New	+$966K	0.09%	55

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 22.96% 1-Year Est. Return

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

Obermeyer Wealth Partners's VOO Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2026, buying an estimated $1.18M and bringing the position to 159,773 shares worth $110M. The position accounts for 4.49% of the portfolio, ranked #4.

Obermeyer Wealth Partners first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Obermeyer Wealth Partners held 159,773 shares of Vanguard S&P 500 ETF worth $110M as of Q2 2026.
Obermeyer Wealth Partners bought 1,771 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.18M.
Vanguard S&P 500 ETF made up 4.49% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #4 holding.
Obermeyer Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.