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VOO icon

Patten & Patten’s Vanguard S&P 500 ETF VOO Stock Holding History

Patten & Patten’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 		$13.2M Buy
22,028
+647
+3% +$405K 0.79% 35
2025
Q4 		$13.4M Buy
21,381
+1
+0% +$621 0.79% 35
2025
Q3 		$13.1M Buy
21,380
+4,093
+24% +$2.41M 0.77% 34
2025
Q2 		$9.82M Buy
17,287
+9
+0.1% +$4.73K 0.64% 43
2025
Q1 		$8.88M Buy
17,278
+2,204
+15% +$1.19M 0.59% 48
2024
Q4 		$8.12M Buy
15,074
+1,136
+8% +$615K 0.54% 51
2024
Q3 		$7.35M Buy
13,938
+40
+0.3% +$20.3K 0.49% 53
2024
Q2 		$6.95M Buy
13,898
+334
+2% +$161K 0.49% 52
2024
Q1 		$6.52M Sell
13,564
-526
-4% -$241K 0.46% 57
2023
Q4 		$6.15M Buy
14,090
+1,490
+12% +$610K 0.51% 51
2023
Q3 		$4.95M Buy
12,600
+14
+0.1% +$5.72K 0.43% 58
2023
Q2 		$5.13M Sell
12,586
-41
-0.3% -$15.8K 0.42% 60
2023
Q1 		$4.75M Buy
12,627
+6
+0% +$2.2K 0.42% 64
2022
Q4 		$4.43M Sell
12,621
-5,840
-32% -$2.06M 0.4% 67
2022
Q3 		$6.06M Sell
18,461
-184
-1% -$67.2K 0.57% 53
2022
Q2 		$6.47M Sell
18,645
-31
-0.2% -$11.7K 0.57% 52
2022
Q1 		$7.75M Buy
18,676
+2,621
+16% +$1.07M 0.57% 53
2021
Q4 		$7.01M Sell
16,055
-324
-2% -$137K 0.48% 59
2021
Q3 		$6.46M Buy
16,379
+219
+1% +$88.8K 0.49% 58
2021
Q2 		$6.36M Sell
16,160
-490
-3% -$188K 0.48% 58
2021
Q1 		$6.07M Sell
16,650
-928
-5% -$329K 0.5% 57
2020
Q4 		$6.04M Buy
17,578
+54
+0.3% +$17.6K 0.53% 53
2020
Q3 		$5.39M Sell
17,524
-58
-0.3% -$17.7K 0.54% 51
2020
Q2 		$4.98M Sell
17,582
-213
-1% -$57.3K 0.55% 50
2020
Q1 		$4.21M Sell
17,795
-3
-0% -$841 0.56% 45
2019
Q4 		$5.26M Sell
17,798
-428
-2% -$121K 0.53% 53
2019
Q3 		$4.97M Sell
18,226
-213
-1% -$57.8K 0.54% 53
2019
Q2 		$4.96M Buy
18,439
+63
+0.3% +$16.7K 0.54% 55
2019
Q1 		$4.77M Buy
18,376
+5,675
+45% +$1.42M 0.52% 57
2018
Q4 		$2.92M Sell
12,701
-454
-3% -$112K 0.36% 70
2018
Q3 		$3.51M Buy
13,155
+1,193
+10% +$312K 0.35% 74
2018
Q2 		$2.98M Sell
11,962
-2,123
-15% -$527K 0.31% 82
2018
Q1 		$3.41M Buy
14,085
+680
+5% +$171K 0.35% 71
2017
Q4 		$3.29M Buy
13,405
+1,330
+11% +$318K 0.33% 74
2017
Q3 		$2.79M Buy
12,075
+34
+0.3% +$7.7K 0.29% 84
2017
Q2 		$2.67M Sell
12,041
-785
-6% -$173K 0.3% 81
2017
Q1 		$2.77M Buy
12,826
+1,433
+13% +$306K 0.32% 78
2016
Q4 		$2.34M Buy
11,393
+2,906
+34% +$583K 0.29% 83
2016
Q3 		$1.69M Buy
8,487
+4,212
+99% +$835K 0.22% 90
2016
Q2 		$822K Buy
4,275
+1,730
+68% +$329K 0.11% 124
2016
Q1 		$480K Sell
2,545
-50
-2% -$8.95K 0.07% 148
2015
Q4 		$485K Buy
+2,595
New +$489K 0.07% 151

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

Patten & Patten's VOO Position: Q1 2026 in Review

Patten & Patten increased its Vanguard S&P 500 ETF (VOO) stake by 3% in Q1 2026, buying an estimated $405K and bringing the position to 22,028 shares worth $13.2M. The position accounts for 0.79% of the portfolio, ranked #35.

Patten & Patten first reported a position in VOO in Q4 2015 and has held it in 42 quarters since. The position peaked at $13.4M in Q4 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Patten & Patten held 22,028 shares of Vanguard S&P 500 ETF worth $13.2M as of Q1 2026.
  • Patten & Patten bought 647 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $405K.
  • Vanguard S&P 500 ETF made up 0.79% of Patten & Patten's portfolio in Q1 2026, its #35 holding.
  • Patten & Patten first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 42 quarters since.
  • Patten & Patten's Vanguard S&P 500 ETF position peaked at $13.4M in Q4 2025.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.