PMSA
VOO icon

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
Q2 		$888K Hold
1,293
– – 0.51% 50
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Patrick M. Sweeney & Associates's VOO Position: Q2 2026 in Review

Patrick M. Sweeney & Associates held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,293 shares worth $888K. The position accounts for 0.51% of the portfolio, ranked #50.

Patrick M. Sweeney & Associates first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Patrick M. Sweeney & Associates held 1,293 shares of Vanguard S&P 500 ETF worth $888K as of Q2 2026.
  • Patrick M. Sweeney & Associates left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.51% of Patrick M. Sweeney & Associates's portfolio in Q2 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 4 quarters since.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.