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

Shepherd Financial 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	$423K	Sell	708 -23	-3%	-$14.4K	0.04%	172
2025 Q4	$458K	Hold	731	–	–	0.04%	164
2025 Q3	$448K	Hold	731	–	–	0.04%	165
2025 Q2	$415K	Hold	731	–	–	0.04%	170
2025 Q1	$376K	Sell	731 -35	-5%	-$18.9K	0.04%	171
2024 Q4	$413K	Buy	766 +9	+1%	+$4.88K	0.05%	155
2024 Q3	$399K	Buy	757 +35	+5%	+$17.8K	0.05%	161
2024 Q2	$361K	Hold	722	–	–	0.05%	168
2024 Q1	$347K	Buy	+722	New	+$330K	0.05%	173
2017 Q2	–	Sell	-1,185	Closed	-$256K	–	115
2017 Q1	$256K	Buy	1,185 +114	+11%	+$24.3K	0.07%	99
2016 Q4	$222K	Buy	+1,071	New	+$215K	0.06%	101

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 $1.56T AUM 27.86% 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 $374B AUM 17.66% 1-Year Est. Return

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

Shepherd Financial Partners's VOO Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q1 2026, selling an estimated $14.4K and leaving 708 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #172.

Shepherd Financial Partners first reported a position in VOO in Q4 2016 and has held it in 11 quarters since. The position peaked at $458K in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Shepherd Financial Partners held 708 shares of Vanguard S&P 500 ETF worth $423K as of Q1 2026.
Shepherd Financial Partners sold 23 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $14.4K.
Vanguard S&P 500 ETF made up 0.04% of Shepherd Financial Partners's portfolio in Q1 2026, its #172 holding.
Shepherd Financial Partners first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 11 quarters since.
Shepherd Financial Partners's Vanguard S&P 500 ETF position peaked at $458K in Q4 2025.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.