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

Saranac 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	$335K	Buy	2,929 +406	+16%	+$254K	0.14%	75
2025 Q4	$1.59M	Buy	2,523 +854	+51%	+$531K	0.62%	35
2025 Q3	$1.02M	Buy	+1,669	New	+$984K	0.18%	82
2025 Q2	–	Sell	-1,822	Closed	-$958K	–	40
2025 Q1	$936K	Sell	1,822 -107	-6%	-$57.8K	0.53%	39
2024 Q4	$1.04M	Buy	+1,929	New	+$1.04M	0.57%	35
2024 Q3	–	Sell	-1,929	Closed	-$965K	–	73
2024 Q2	$965K	Sell	1,929 -31	-2%	-$14.9K	0.57%	34
2024 Q1	$942K	Sell	1,960 -655	-25%	-$300K	0.58%	32
2023 Q4	$1.14M	Buy	+2,615	New	+$1.07M	0.75%	31

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 $1.81T AUM 41.13% 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 $424B AUM 22.96% 1-Year Est. Return

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

Saranac Partners's VOO Position: Q1 2026 in Review

Saranac Partners increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q1 2026, buying an estimated $254K and bringing the position to 2,929 shares worth $335K. The position accounts for 0.14% of the portfolio, ranked #75.

Saranac Partners first reported a position in VOO in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.59M in Q4 2025. 3,844 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Saranac Partners held 2,929 shares of Vanguard S&P 500 ETF worth $335K as of Q1 2026.
Saranac Partners bought 406 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $254K.
Vanguard S&P 500 ETF made up 0.14% of Saranac Partners's portfolio in Q1 2026, its #75 holding.
Saranac Partners first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
Saranac Partners's Vanguard S&P 500 ETF position peaked at $1.59M in Q4 2025.
3,844 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Saranac Partners's 13F filing for Q1 2026, filed 15 May 2026.