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

Semus 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	$362K	Buy	527 +1	+0.2%	+$667	0.17%	83
2026 Q1	$314K	Buy	526 +2	+0.4%	+$1.25K	0.18%	83
2025 Q4	$329K	Sell	524 -22	-4%	-$13.7K	0.18%	81
2025 Q3	$334K	Sell	546 -76	-12%	-$44.8K	0.19%	79
2025 Q2	$353K	Sell	622 -90	-13%	-$47.3K	0.23%	76
2025 Q1	$366K	Buy	712 +25	+4%	+$13.5K	0.25%	69
2024 Q4	$370K	Sell	687 -4	-0.6%	-$2.17K	0.25%	73
2024 Q3	$365K	Buy	691 +7	+1%	+$3.56K	0.26%	77
2024 Q2	$342K	Sell	684 -50	-7%	-$24.1K	0.26%	70
2024 Q1	$353K	Buy	734 +117	+19%	+$53.5K	0.3%	77
2023 Q4	$270K	Sell	617 -86	-12%	-$35.2K	0.22%	94
2023 Q3	$276K	Buy	703 +25	+4%	+$10.2K	0.26%	87
2023 Q2	$276K	Sell	678 -41	-6%	-$15.8K	0.25%	88
2023 Q1	$270K	Sell	719 -30	-4%	-$11K	0.29%	86
2022 Q4	$263K	Buy	+749	New	+$265K	0.32%	83

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

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

Semus Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 0.19% in Q2 2026, buying an estimated $667 and bringing the position to 527 shares worth $362K. The position accounts for 0.17% of the portfolio, ranked #83.

Semus Wealth Partners first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $370K in Q4 2024. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Semus Wealth Partners held 527 shares of Vanguard S&P 500 ETF worth $362K as of Q2 2026.
Semus Wealth Partners bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.17% of Semus Wealth Partners's portfolio in Q2 2026, its #83 holding.
Semus Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Semus Wealth Partners's Vanguard S&P 500 ETF position peaked at $370K in Q4 2024.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.