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

Quotient 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 Q1	$20M	Sell	33,499 -262	-0.8%	-$164K	0.53%	24
2025 Q4	$21.2M	Buy	33,761 +1,138	+3%	+$707K	0.56%	25
2025 Q3	$20M	Sell	32,623 -338	-1%	-$199K	0.55%	24
2025 Q2	$18.7M	Sell	32,961 -1,219	-4%	-$641K	0.55%	23
2025 Q1	$17.6M	Sell	34,180 -3,768	-10%	-$2.04M	0.56%	23
2024 Q4	$20.4M	Buy	37,948 +2,494	+7%	+$1.35M	0.67%	22
2024 Q3	$18.7M	Sell	35,454 -2,497	-7%	-$1.27M	0.61%	24
2024 Q2	$19M	Sell	37,951 -25,064	-40%	-$12.1M	0.66%	22
2024 Q1	$30.3M	Sell	63,015 -96,973	-61%	-$44.4M	1.08%	20
2023 Q4	$69.9M	Buy	+159,988	New	+$65.5M	2.71%	11

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Quotient Wealth Partners's VOO Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 0.78% in Q1 2026, selling an estimated $164K and leaving 33,499 shares worth $20M. The position accounts for 0.53% of the portfolio, ranked #24.

Quotient Wealth Partners first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $69.9M in Q4 2023. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Quotient Wealth Partners held 33,499 shares of Vanguard S&P 500 ETF worth $20M as of Q1 2026.
Quotient Wealth Partners sold 262 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $164K.
Vanguard S&P 500 ETF made up 0.53% of Quotient Wealth Partners's portfolio in Q1 2026, its #24 holding.
Quotient Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Vanguard S&P 500 ETF position peaked at $69.9M in Q4 2023.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.