Osborne Partners Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Osborne Partners Capital Management’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	$707K	Sell	1,029 -87	-8%	-$58K	0.04%	143
2026 Q1	$667K	Buy	1,116 +420	+60%	+$263K	0.04%	147
2025 Q4	$436K	Sell	696 -137	-16%	-$85.1K	0.02%	162
2025 Q3	$510K	Buy	833 +238	+40%	+$140K	0.03%	164
2025 Q2	$338K	Hold	595	–	–	0.02%	173
2025 Q1	$306K	Hold	595	–	–	0.02%	180
2024 Q4	$321K	Buy	+595	New	+$322K	0.02%	182
2020 Q4	–	Sell	-671	Closed	-$206K	–	186
2020 Q3	$206K	Buy	+671	New	+$204K	0.04%	149
2019 Q4	–	Sell	-2,123	Closed	-$579K	–	161
2019 Q3	$579K	Buy	2,123 +356	+20%	+$96.6K	0.12%	104
2019 Q2	$476K	Buy	1,767 +914	+107%	+$242K	0.09%	117
2019 Q1	$221K	Sell	853 -30	-3%	-$7.49K	0.04%	154
2018 Q4	$203K	Sell	883 -40	-4%	-$9.91K	0.03%	172
2018 Q3	$246K	Sell	923 -1,718	-65%	-$450K	0.03%	172
2018 Q2	$659K	Buy	2,641 +1,035	+64%	+$257K	0.09%	127
2018 Q1	$389K	Sell	1,606 -6,810	-81%	-$1.71M	0.05%	153
2017 Q4	$2.06M	Buy	+8,416	New	+$2.01M	0.27%	90

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

Osborne Partners Capital Management's VOO Position: Q2 2026 in Review

Osborne Partners Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 7.8% in Q2 2026, selling an estimated $58K and leaving 1,029 shares worth $707K. The position accounts for 0.04% of the portfolio, ranked #143.

Osborne Partners Capital Management first reported a position in VOO in Q4 2017 and has held it in 16 quarters since. The position peaked at $2.06M in Q4 2017. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Osborne Partners Capital Management held 1,029 shares of Vanguard S&P 500 ETF worth $707K as of Q2 2026.
Osborne Partners Capital Management sold 87 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $58K.
Vanguard S&P 500 ETF made up 0.04% of Osborne Partners Capital Management's portfolio in Q2 2026, its #143 holding.
Osborne Partners Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 16 quarters since.
Osborne Partners Capital Management's Vanguard S&P 500 ETF position peaked at $2.06M in Q4 2017.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.