O'Brien Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

O'Brien 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
2025 Q4	$5.07M	Buy	8,080 +714	+10%	+$444K	0.67%	24
2025 Q3	$4.51M	Buy	7,366 +361	+5%	+$213K	0.61%	24
2025 Q2	$3.98M	Buy	7,005 +6,363	+991%	+$3.34M	0.62%	23
2025 Q1	$330K	Hold	642	–	–	0.06%	38
2024 Q4	$346K	Buy	+642	New	+$348K	0.06%	37
2018 Q4	–	Sell	-67	Closed	-$18K	–	195
2018 Q3	$18K	Buy	67 +61	+1,017%	+$16K	0.01%	109
2018 Q2	$2K	Hold	6	–	–	﹤0.01%	89
2018 Q1	$2K	Buy	+6	New	+$1.5K	﹤0.01%	174

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

O'Brien Wealth Partners's VOO Position: Q4 2025 in Review

O'Brien Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 9.7% in Q4 2025, buying an estimated $444K and bringing the position to 8,080 shares worth $5.07M. The position accounts for 0.67% of the portfolio, ranked #24.

O'Brien Wealth Partners first reported a position in VOO in Q1 2018 and has held it in 8 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

O'Brien Wealth Partners held 8,080 shares of Vanguard S&P 500 ETF worth $5.07M as of Q4 2025.
O'Brien Wealth Partners bought 714 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $444K.
Vanguard S&P 500 ETF made up 0.67% of O'Brien Wealth Partners's portfolio in Q4 2025, its #24 holding.
O'Brien Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 8 quarters since.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.