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 Q2	$622K	Buy	906 +198	+28%	+$132K	0.05%	152
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

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

Shepherd Financial Partners's VOO Position: Q2 2026 in Review

Shepherd Financial Partners increased its Vanguard S&P 500 ETF (VOO) stake by 28% in Q2 2026, buying an estimated $132K and bringing the position to 906 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #152.

Shepherd Financial Partners first reported a position in VOO in Q4 2016 and has held it in 12 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Shepherd Financial Partners held 906 shares of Vanguard S&P 500 ETF worth $622K as of Q2 2026.
Shepherd Financial Partners bought 198 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $132K.
Vanguard S&P 500 ETF made up 0.05% of Shepherd Financial Partners's portfolio in Q2 2026, its #152 holding.
Shepherd Financial Partners first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 12 quarters since.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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