Precedent Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Precedent Wealth Partners’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	$19.6M	Buy	28,604 +6,616	+30%	+$4.41M	3.27%	3
2026 Q1	$13.1M	Buy	21,988 +1,206	+6%	+$754K	2.63%	4
2025 Q4	$13M	Buy	20,782 +2,271	+12%	+$1.41M	2.73%	3
2025 Q3	$11.3M	Buy	18,511 +3,007	+19%	+$1.77M	2.5%	6
2025 Q2	$8.81M	Buy	15,504 +2,375	+18%	+$1.25M	2.16%	9
2025 Q1	$6.75M	Buy	13,129 +2,919	+29%	+$1.58M	1.87%	12
2024 Q4	$5.5M	Buy	10,210 +2,820	+38%	+$1.53M	1.8%	13
2024 Q3	$3.9M	Buy	7,390 +2,974	+67%	+$1.51M	1.29%	17
2024 Q2	$2.21M	Buy	4,416 +1,073	+32%	+$516K	0.89%	30
2024 Q1	$1.61M	Buy	3,343 +1,040	+45%	+$476K	0.69%	34
2023 Q4	$1.01M	Buy	+2,303	New	+$943K	0.51%	45

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Precedent Wealth Partners's VOO Position: Q2 2026 in Review

Precedent Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 30% in Q2 2026, buying an estimated $4.41M and bringing the position to 28,604 shares worth $19.6M. The position accounts for 3.27% of the portfolio, ranked #3.

Precedent Wealth Partners first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Precedent Wealth Partners held 28,604 shares of Vanguard S&P 500 ETF worth $19.6M as of Q2 2026.
Precedent Wealth Partners bought 6,616 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.41M.
Vanguard S&P 500 ETF made up 3.27% of Precedent Wealth Partners's portfolio in Q2 2026, its #3 holding.
Precedent Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.