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Sendero Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Sendero Wealth Management’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 		$11.9M Sell
19,953
-587
-3% -$367K 1.32% 11
2025
Q4 		$12.9M Buy
20,540
+1,620
+9% +$1.01M 1.43% 11
2025
Q3 		$11.6M Sell
18,920
-530
-3% -$312K 1.36% 12
2025
Q2 		$11M Sell
19,450
-6,166
-24% -$3.24M 1.38% 12
2025
Q1 		$13.2M Sell
25,616
-602
-2% -$325K 1.83% 11
2024
Q4 		$14.1M Buy
26,218
+610
+2% +$330K 2.1% 9
2024
Q3 		$13.5M Sell
25,608
-585
-2% -$297K 2.13% 9
2024
Q2 		$13.1M Sell
26,193
-303
-1% -$146K 2.2% 9
2024
Q1 		$12.7M Sell
26,496
-909
-3% -$416K 2.19% 8
2023
Q4 		$12M Sell
27,405
-233
-0.8% -$95.4K 2.26% 7
2023
Q3 		$10.9M Sell
27,638
-4,165
-13% -$1.7M 2.33% 7
2023
Q2 		$13M Buy
+31,803
New +$12.3M 2.83% 7
2022
Q4 		– Sell
-29,467
Closed -$9.67M – 118
2022
Q3 		$9.67M Sell
29,467
-3,790
-11% -$1.38M 4.03% 3
2022
Q2 		$11.5M Sell
33,257
-157
-0.5% -$59.1K 11.06% 1
2022
Q1 		$13.9M Sell
33,414
-816
-2% -$334K 6.4% 2
2021
Q4 		$14.9M Buy
+34,230
New +$14.4M 6.64% 2

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

Sendero Wealth Management's VOO Position: Q1 2026 in Review

Sendero Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q1 2026, selling an estimated $367K and leaving 19,953 shares worth $11.9M. The position accounts for 1.32% of the portfolio, ranked #11.

Sendero Wealth Management first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. The position peaked at $14.9M in Q4 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Sendero Wealth Management held 19,953 shares of Vanguard S&P 500 ETF worth $11.9M as of Q1 2026.
  • Sendero Wealth Management sold 587 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $367K.
  • Vanguard S&P 500 ETF made up 1.32% of Sendero Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Sendero Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
  • Sendero Wealth Management's Vanguard S&P 500 ETF position peaked at $14.9M in Q4 2021.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.