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

Signal Tree 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	$29M	Buy	42,269 +1,539	+4%	+$1.03M	19.24%	1
2026 Q1	$24.3M	Buy	40,730 +844	+2%	+$528K	18.37%	1
2025 Q4	$25M	Buy	39,886 +343	+0.9%	+$213K	19.07%	1
2025 Q3	$24.3M	Buy	39,543 +637	+2%	+$375K	19.26%	1
2025 Q2	$22.1M	Buy	38,906 +4,348	+13%	+$2.29M	19.02%	1
2025 Q1	$17.8M	Buy	34,558 +4,525	+15%	+$2.45M	17.81%	1
2024 Q4	$16.2M	Buy	+30,033	New	+$16.3M	18.99%	1

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

Signal Tree Financial Partners's VOO Position: Q2 2026 in Review

Signal Tree Financial Partners increased its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q2 2026, buying an estimated $1.03M and bringing the position to 42,269 shares worth $29M. The position accounts for 19.24% of the portfolio, ranked #1.

Signal Tree Financial Partners first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Signal Tree Financial Partners held 42,269 shares of Vanguard S&P 500 ETF worth $29M as of Q2 2026.
Signal Tree Financial Partners bought 1,539 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.03M.
Vanguard S&P 500 ETF made up 19.24% of Signal Tree Financial Partners's portfolio in Q2 2026, its #1 holding.
Signal Tree Financial Partners first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Signal Tree Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.