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

SIMA Wealth 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	$60.7K	Sell	88 -10	-10%	-$6.67K	0.04%	78
2026 Q1	$58.8K	Sell	98 -10	-9%	-$6.25K	0.04%	76
2025 Q4	$68K	Sell	108 -18	-14%	-$11.2K	0.05%	73
2025 Q3	$77.4K	Sell	126 -1	-0.8%	-$589	0.06%	69
2025 Q2	$72.3K	Sell	127 -14	-10%	-$7.36K	0.06%	71
2025 Q1	$72.6K	Buy	141 +4	+3%	+$2.16K	0.06%	78
2024 Q4	$74K	Buy	137 +82	+149%	+$44.4K	0.06%	77
2024 Q3	$29.1K	Buy	55 +1	+2%	+$508	0.03%	98
2024 Q2	$27.1K	Buy	+54	New	+$26K	0.03%	99

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

SIMA Wealth Partners's VOO Position: Q2 2026 in Review

SIMA Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2026, selling an estimated $6.67K and leaving 88 shares worth $60.7K. The position accounts for 0.04% of the portfolio, ranked #78.

SIMA Wealth Partners first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. The position peaked at $77.4K in Q3 2025. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

SIMA Wealth Partners held 88 shares of Vanguard S&P 500 ETF worth $60.7K as of Q2 2026.
SIMA Wealth Partners sold 10 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.67K.
Vanguard S&P 500 ETF made up 0.04% of SIMA Wealth Partners's portfolio in Q2 2026, its #78 holding.
SIMA Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Vanguard S&P 500 ETF position peaked at $77.4K in Q3 2025.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.