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

Ridgecrest 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 		$11.2M Buy
16,235
+305
+2% +$203K 5.38% 5
2026
Q1 		$9.52M Buy
15,930
+2,681
+20% +$1.68M 5.25% 5
2025
Q4 		$8.31M Sell
13,249
-6,798
-34% -$4.22M 4.51% 5
2025
Q3 		$12.3M Sell
20,047
-593
-3% -$350K 5.55% 5
2025
Q2 		$11.7M Buy
20,640
+3,397
+20% +$1.79M 6.19% 4
2025
Q1 		$8.86M Buy
17,243
+2,130
+14% +$1.15M 4.64% 4
2024
Q4 		$8.14M Buy
15,113
+1,178
+8% +$638K 4.42% 5
2024
Q3 		$7.35M Buy
13,935
+556
+4% +$283K 3.83% 5
2024
Q2 		$6.69M Buy
13,379
+235
+2% +$113K 4.03% 5
2024
Q1 		$6.32M Sell
13,144
-118
-0.9% -$54K 3.76% 8
2023
Q4 		$5.79M Buy
13,262
+525
+4% +$215K 3.83% 6
2023
Q3 		$5M Sell
12,737
-94
-0.7% -$38.4K 3.51% 8
2023
Q2 		$5.23M Sell
12,831
-580
-4% -$224K 3.46% 8
2023
Q1 		$5.04M Buy
13,411
+74
+0.6% +$27.1K 3.59% 7
2022
Q4 		$4.69M Buy
13,337
+1,434
+12% +$507K 3.56% 8
2022
Q3 		$3.91M Buy
11,903
+95
+0.8% +$34.7K 3.19% 8
2022
Q2 		$4.1M Buy
11,808
+3,344
+40% +$1.26M 2.98% 9
2022
Q1 		$3.51M Buy
8,464
+3,177
+60% +$1.3M 2.23% 14
2021
Q4 		$2.31M Buy
5,287
+637
+14% +$269K 1.12% 24
2021
Q3 		$1.83M Buy
4,650
+851
+22% +$345K 1% 26
2021
Q2 		$1.5M Buy
3,799
+221
+6% +$84.8K 0.93% 30
2021
Q1 		$1.3M Buy
+3,578
New +$1.27M 1.24% 26

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Ridgecrest Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q2 2026, buying an estimated $203K and bringing the position to 16,235 shares worth $11.2M. The position accounts for 5.38% of the portfolio, ranked #5.

Ridgecrest Wealth Partners first reported a position in VOO in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.3M in Q3 2025. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Ridgecrest Wealth Partners held 16,235 shares of Vanguard S&P 500 ETF worth $11.2M as of Q2 2026.
  • Ridgecrest Wealth Partners bought 305 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $203K.
  • Vanguard S&P 500 ETF made up 5.38% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Ridgecrest Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's Vanguard S&P 500 ETF position peaked at $12.3M in Q3 2025.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.