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

Rice Partnership’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	$4.81K	Sell	7 -12	-63%	-$8K	﹤0.01%	168
2026 Q1	$11.4K	Buy	19 +5	+36%	+$3.13K	﹤0.01%	168
2025 Q4	$8.78K	Buy	14 +2	+17%	+$1.24K	﹤0.01%	169
2025 Q3	$7.35K	Hold	12	–	–	﹤0.01%	176
2025 Q2	$6.82K	Hold	12	–	–	﹤0.01%	160
2025 Q1	$6.17K	Hold	12	–	–	﹤0.01%	142
2024 Q4	$6.47K	Hold	12	–	–	﹤0.01%	155
2024 Q3	$6.33K	Hold	12	–	–	﹤0.01%	161
2024 Q2	$6K	Hold	12	–	–	﹤0.01%	143
2024 Q1	$5.77K	Buy	+12	New	+$5.49K	﹤0.01%	145
2023 Q3	–	Sell	-57	Closed	-$23.2K	–	145
2023 Q2	$23.2K	Buy	+57	New	+$22K	0.01%	127
2018 Q4	–	Sell	-1,199	Closed	-$320K	–	80
2018 Q3	$320K	Hold	1,199	–	–	0.2%	57
2018 Q2	$299K	Buy	+1,199	New	+$298K	0.2%	62

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

Rice Partnership's VOO Position: Q2 2026 in Review

Rice Partnership reduced its Vanguard S&P 500 ETF (VOO) stake by 63% in Q2 2026, selling an estimated $8K and leaving 7 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Rice Partnership first reported a position in VOO in Q2 2018 and has held it in 13 quarters since. The position peaked at $320K in Q3 2018. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Rice Partnership held 7 shares of Vanguard S&P 500 ETF worth $4.81K as of Q2 2026.
Rice Partnership sold 12 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $8K.
Vanguard S&P 500 ETF made up ﹤0.01% of Rice Partnership's portfolio in Q2 2026, its #168 holding.
Rice Partnership first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 13 quarters since.
Rice Partnership's Vanguard S&P 500 ETF position peaked at $320K in Q3 2018.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.