Patten Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $400K | Sell |
670
-28
| -4% | -$17.5K | 0.07% | 225 |
|
|
2025
Q4 | $438K | Hold |
698
| – | – | 0.08% | 218 |
|
|
2025
Q3 | $427K | Sell |
698
-53
| -7% | -$31.2K | 0.08% | 204 |
|
|
2025
Q2 | $427K | Hold |
751
| – | – | 0.09% | 194 |
|
|
2025
Q1 | $386K | Sell |
751
-107
| -12% | -$57.8K | 0.09% | 203 |
|
|
2024
Q4 | $462K | Sell |
858
-73
| -8% | -$39.5K | 0.1% | 186 |
|
|
2024
Q3 | $491K | Buy |
931
+51
| +6% | +$25.9K | 0.11% | 176 |
|
|
2024
Q2 | $440K | Hold |
880
| – | – | 0.1% | 177 |
|
|
2024
Q1 | $423K | Hold |
880
| – | – | 0.1% | 183 |
|
|
2023
Q4 | $384K | Sell |
880
-11
| -1% | -$4.5K | 0.1% | 179 |
|
|
2023
Q3 | $350K | Hold |
891
| – | – | 0.1% | 182 |
|
|
2023
Q2 | $363K | Hold |
891
| – | – | 0.05% | 181 |
|
|
2023
Q1 | $335K | Hold |
891
| – | – | 0.1% | 188 |
|
|
2022
Q4 | $313K | Hold |
891
| – | – | 0.1% | 198 |
|
|
2022
Q3 | $297K | Hold |
891
| – | – | 0.1% | 200 |
|
|
2022
Q2 | $319K | Hold |
891
| – | – | 0.1% | 191 |
|
|
2022
Q1 | $370K | Hold |
891
| – | – | 0.1% | 192 |
|
|
2021
Q4 | $389K | Hold |
891
| – | – | 0.1% | 189 |
|
|
2021
Q3 | $351K | Hold |
891
| – | – | 0.1% | 190 |
|
|
2021
Q2 | $351K | Buy |
+891
| New | +$342K | 0.1% | 188 |
|
|
2019
Q1 | – | Sell |
-115
| Closed | -$26K | – | 529 |
|
|
2018
Q4 | $26K | Buy |
115
+15
| +15% | +$3.72K | 0.01% | 345 |
|
|
2018
Q3 | $27K | Hold |
100
| – | – | 0.01% | 389 |
|
|
2018
Q2 | $25K | Hold |
100
| – | – | 0.01% | 382 |
|
|
2018
Q1 | $24K | Hold |
100
| – | – | 0.01% | 391 |
|
|
2017
Q4 | $25K | Hold |
100
| – | – | 0.01% | 407 |
|
|
2017
Q3 | $23K | Hold |
100
| – | – | 0.01% | 405 |
|
|
2017
Q2 | $23K | Hold |
100
| – | – | 0.01% | 415 |
|
|
2017
Q1 | $22K | Hold |
100
| – | – | 0.01% | 400 |
|
|
2016
Q4 | $21K | Hold |
100
| – | – | 0.01% | 401 |
|
|
2016
Q3 | $19.6K | Hold |
100
| – | – | 0.01% | 424 |
|
|
2016
Q2 | $19.2K | Hold |
100
| – | – | 0.01% | 411 |
|
|
2016
Q1 | $18.9K | Buy |
100
+50
| +100% | +$8.95K | 0.01% | 418 |
|
|
2015
Q4 | $9.35K | Buy |
+50
| New | +$9.41K | ﹤0.01% | 490 |
|
Other funds holding VOO
VGA
AA
Patten Group's VOO Position: Q1 2026 in Review
Patten Group reduced its Vanguard S&P 500 ETF (VOO) stake by 4% in Q1 2026, selling an estimated $17.5K and leaving 670 shares worth $400K. The position accounts for 0.07% of the portfolio, ranked #225.
Patten Group first reported a position in VOO in Q4 2015 and has held it in 33 quarters since. The position peaked at $491K in Q3 2024. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Patten Group held 670 shares of Vanguard S&P 500 ETF worth $400K as of Q1 2026.
- Patten Group sold 28 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $17.5K.
- Vanguard S&P 500 ETF made up 0.07% of Patten Group's portfolio in Q1 2026, its #225 holding.
- Patten Group first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 33 quarters since.
- Patten Group's Vanguard S&P 500 ETF position peaked at $491K in Q3 2024.
- 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.