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

Sellwood Investment 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 		$49.3M Sell
71,813
-4,445
-6% -$2.96M 17.39% 1
2026
Q1 		$45.6M Buy
76,258
+2,021
+3% +$1.26M 17.95% 1
2025
Q4 		$46.6M Sell
74,237
-479
-0.6% -$298K 18.18% 1
2025
Q3 		$45.8M Buy
74,716
+46
+0.1% +$27.1K 18.21% 1
2025
Q2 		$42.4M Sell
74,670
-1,861
-2% -$978K 20.27% 1
2025
Q1 		$39.3M Buy
76,531
+2,707
+4% +$1.46M 20.53% 1
2024
Q4 		$39.8M Buy
+73,824
New +$40M 21.38% 1

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sellwood Investment Partners's VOO Position: Q2 2026 in Review

Sellwood Investment Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 5.8% in Q2 2026, selling an estimated $2.96M and leaving 71,813 shares worth $49.3M. The position accounts for 17.39% of the portfolio, ranked #1.

Sellwood Investment Partners first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 2,199 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sellwood Investment Partners held 71,813 shares of Vanguard S&P 500 ETF worth $49.3M as of Q2 2026.
  • Sellwood Investment Partners sold 4,445 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.96M.
  • Vanguard S&P 500 ETF made up 17.39% of Sellwood Investment Partners's portfolio in Q2 2026, its #1 holding.
  • Sellwood Investment Partners first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,199 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.