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Patrick M. Sweeney & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Patrick M. Sweeney & Associates’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 		$773K Sell
1,293
-14
-1% -$8.76K 0.5% 50
2025
Q4 		$820K Buy
1,307
+970
+288% +$603K 0.51% 47
2025
Q3 		$206K Buy
+337
New +$199K 0.13% 154

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

Patrick M. Sweeney & Associates's VOO Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q1 2026, selling an estimated $8.76K and leaving 1,293 shares worth $773K. The position accounts for 0.5% of the portfolio, ranked #50.

Patrick M. Sweeney & Associates first reported a position in VOO in Q3 2025 and has held it in 3 quarters since. The position peaked at $820K in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Patrick M. Sweeney & Associates held 1,293 shares of Vanguard S&P 500 ETF worth $773K as of Q1 2026.
  • Patrick M. Sweeney & Associates sold 14 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $8.76K.
  • Vanguard S&P 500 ETF made up 0.5% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #50 holding.
  • Patrick M. Sweeney & Associates first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Patrick M. Sweeney & Associates's Vanguard S&P 500 ETF position peaked at $820K in Q4 2025.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.