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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Semus Wealth Partners's VOO Position: Q1 2026 in Review

Semus Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 0.38% in Q1 2026, buying an estimated $1.25K and bringing the position to 526 shares worth $314K. The position accounts for 0.18% of the portfolio, ranked #83.

Semus Wealth Partners first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $370K in Q4 2024. 3,832 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Semus Wealth Partners held 526 shares of Vanguard S&P 500 ETF worth $314K as of Q1 2026.
  • Semus Wealth Partners bought 2 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.25K.
  • Vanguard S&P 500 ETF made up 0.18% of Semus Wealth Partners's portfolio in Q1 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 14 quarters since.
  • Semus Wealth Partners's Vanguard S&P 500 ETF position peaked at $370K in Q4 2024.
  • 3,832 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.