Palisades Hudson Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Palisades Hudson Asset 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 Q1	$945K	Buy	1,582 +497	+46%	+$311K	0.37%	36
2025 Q4	$681K	Sell	1,085 -160	-13%	-$99.4K	0.26%	45
2025 Q3	$762K	Sell	1,245 -74	-6%	-$43.6K	0.28%	43
2025 Q2	$749K	Buy	1,319 +733	+125%	+$385K	0.29%	39
2025 Q1	$301K	Buy	586 +1	+0.2%	+$541	0.14%	77
2024 Q4	$315K	Buy	+585	New	+$317K	0.13%	75
2022 Q4	–	Sell	-680	Closed	-$223K	–	103
2022 Q3	$223K	Sell	680 -13	-2%	-$4.75K	0.14%	88
2022 Q2	$240K	Sell	693 -122	-15%	-$46K	0.13%	85
2022 Q1	$338K	Sell	815 -33	-4%	-$13.5K	0.16%	77
2021 Q4	$370K	Hold	848	–	–	0.16%	73
2021 Q3	$334K	Buy	848 +3	+0.4%	+$1.22K	0.15%	79
2021 Q2	$333K	Buy	845 +21	+3%	+$8.06K	0.15%	74
2021 Q1	$300K	Sell	824 -8	-1%	-$2.84K	0.14%	80
2020 Q4	$286K	Buy	+832	New	+$271K	0.15%	79

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Palisades Hudson Asset Management's VOO Position: Q1 2026 in Review

Palisades Hudson Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 46% in Q1 2026, buying an estimated $311K and bringing the position to 1,582 shares worth $945K. The position accounts for 0.37% of the portfolio, ranked #36.

Palisades Hudson Asset Management first reported a position in VOO in Q4 2020 and has held it in 14 quarters since. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Palisades Hudson Asset Management held 1,582 shares of Vanguard S&P 500 ETF worth $945K as of Q1 2026.
Palisades Hudson Asset Management bought 497 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $311K.
Vanguard S&P 500 ETF made up 0.37% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #36 holding.
Palisades Hudson Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 14 quarters since.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.