PCIG
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Partners Capital Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Partners Capital Investment Group’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 		$97.5M Sell
163,083
-19,865
-11% -$12.4M 3.67% 7
2025
Q4 		$115M Sell
182,948
-15,015
-8% -$9.33M 4.28% 7
2025
Q3 		$121M Sell
197,963
-4,699
-2% -$2.77M 4.82% 5
2025
Q2 		$115M Sell
202,662
-522,126
-72% -$274M 4.61% 6
2025
Q1 		$372M Buy
724,788
+205,245
+40% +$111M 6.3% 2
2024
Q4 		$280M Sell
519,543
-296,753
-36% -$161M 7.71% 2
2024
Q3 		$431M Buy
816,296
+177,601
+28% +$90.3M 6.89% 2
2024
Q2 		$321M Buy
638,695
+442,563
+226% +$213M 5.42% 3
2024
Q1 		$94.3M Sell
196,132
-205,572
-51% -$94.1M 2.55% 8
2023
Q4 		$175M Buy
401,704
+7,232
+2% +$2.96M 3.85% 5
2023
Q3 		$155M Buy
394,472
+45,996
+13% +$18.8M 3.72% 6
2023
Q2 		$142M Buy
348,476
+193,179
+124% +$74.5M 3.04% 8
2023
Q1 		$58.4M Sell
155,297
-315,546
-67% -$116M 2.51% 10
2022
Q4 		$165M Buy
470,843
+288,889
+159% +$102M 7.95% 3
2022
Q3 		$59.7M Buy
181,954
+70,803
+64% +$25.9M 3.54% 4
2022
Q2 		$38.6M Sell
111,151
-90,868
-45% -$34.2M 2.6% 6
2022
Q1 		$83.9M Buy
202,019
+14,168
+8% +$5.8M 4.13% 4
2021
Q4 		$82M Sell
187,851
-303,864
-62% -$128M 3.8% 2
2021
Q3 		$194M Buy
491,715
+16,156
+3% +$6.55M 8.88% 1
2021
Q2 		$187M Sell
475,559
-233,165
-33% -$89.5M 8.33% 1
2021
Q1 		$258M Buy
708,724
+587,700
+486% +$208M 11.32% 1
2020
Q4 		$41.6M Buy
121,024
+34,955
+41% +$11.4M 2.38% 14
2020
Q3 		$26.5M Sell
86,069
-1,447,617
-94% -$441M 1.63% 20
2020
Q2 		$435M Buy
1,533,686
+529,475
+53% +$143M 21.42% 1
2020
Q1 		$238M Buy
+1,004,211
New +$281M 16.25% 1

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

Partners Capital Investment Group's VOO Position: Q1 2026 in Review

Partners Capital Investment Group reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q1 2026, selling an estimated $12.4M and leaving 163,083 shares worth $97.5M. The position accounts for 3.67% of the portfolio, ranked #7.

Partners Capital Investment Group first reported a position in VOO in Q1 2020 and has held it in 25 quarters since. The position peaked at $435M in Q2 2020. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Partners Capital Investment Group held 163,083 shares of Vanguard S&P 500 ETF worth $97.5M as of Q1 2026.
  • Partners Capital Investment Group sold 19,865 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $12.4M.
  • Vanguard S&P 500 ETF made up 3.67% of Partners Capital Investment Group's portfolio in Q1 2026, its #7 holding.
  • Partners Capital Investment Group first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
  • Partners Capital Investment Group's Vanguard S&P 500 ETF position peaked at $435M in Q2 2020.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Partners Capital Investment Group's 13F filing for Q1 2026, filed 12 May 2026.