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

Signature Wealth Management 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	$260K	Sell	378 -4	-1%	-$2.67K	0.12%	100
2026 Q1	$228K	Buy	382 +1	+0.3%	+$625	0.11%	104
2025 Q4	$239K	Hold	381	–	–	0.12%	106
2025 Q3	$233K	Hold	381	–	–	0.12%	103
2025 Q2	$216K	Buy	+381	New	+$200K	0.12%	100
2025 Q1	–	Sell	-374	Closed	-$202K	–	106
2024 Q4	$202K	Buy	+374	New	+$203K	0.14%	99

Other funds holding VOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Signature Wealth Management Partners's VOO Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 1% in Q2 2026, selling an estimated $2.67K and leaving 378 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #100.

Signature Wealth Management Partners first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. 2,217 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Signature Wealth Management Partners held 378 shares of Vanguard S&P 500 ETF worth $260K as of Q2 2026.
Signature Wealth Management Partners sold 4 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.67K.
Vanguard S&P 500 ETF made up 0.12% of Signature Wealth Management Partners's portfolio in Q2 2026, its #100 holding.
Signature Wealth Management Partners first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
2,217 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.