Obermeyer Wealth Partners
VOO icon

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
Q3 		$103M Sell
146,614
-13,159
-8% -$9.19M 4.09% 7
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% +$8.08K 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

AssetMark Inc
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CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Obermeyer Wealth Partners's VOO Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 8.2% in Q3 2026, selling an estimated $9.19M and leaving 146,614 shares worth $103M. The position accounts for 4.09% of the portfolio, ranked #7.

Obermeyer Wealth Partners first reported a position in VOO in Q4 2018 and has held it in 32 quarters since. The position peaked at $110M in Q2 2026. 1,573 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Obermeyer Wealth Partners held 146,614 shares of Vanguard S&P 500 ETF worth $103M as of Q3 2026.
  • Obermeyer Wealth Partners sold 13,159 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $9.19M.
  • Vanguard S&P 500 ETF made up 4.09% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #7 holding.
  • Obermeyer Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 32 quarters since.
  • Obermeyer Wealth Partners's Vanguard S&P 500 ETF position peaked at $110M in Q2 2026.
  • 1,573 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.