OWP
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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
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

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

Obermeyer Wealth Partners's VOO Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q1 2026, buying an estimated $1.57M and bringing the position to 158,002 shares worth $94.4M. The position accounts for 4.35% of the portfolio, ranked #3.

Obermeyer Wealth Partners first reported a position in VOO in Q4 2018 and has held it in 30 quarters since. The position peaked at $97.5M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Obermeyer Wealth Partners held 158,002 shares of Vanguard S&P 500 ETF worth $94.4M as of Q1 2026.
  • Obermeyer Wealth Partners bought 2,505 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.57M.
  • Vanguard S&P 500 ETF made up 4.35% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #3 holding.
  • Obermeyer Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • Obermeyer Wealth Partners's Vanguard S&P 500 ETF position peaked at $97.5M in Q4 2025.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.