Stevens Capital Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Stevens Capital 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	$375K	Buy	627 +75	+14%	+$46.9K	0.09%	96
2025 Q4	$346K	Sell	552 -242	-30%	-$150K	0.09%	84
2025 Q3	$486K	Buy	794 +149	+23%	+$87.8K	0.15%	70
2025 Q2	$375K	Buy	645 +131	+25%	+$68.8K	0.13%	65
2025 Q1	$264K	Buy	514 +47	+10%	+$25.4K	0.12%	57
2024 Q4	$251K	Buy	467 +2	+0.4%	+$1.08K	0.11%	61
2024 Q3	$245K	Buy	+465	New	+$236K	0.12%	58

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

Stevens Capital Partners's VOO Position: Q1 2026 in Review

Stevens Capital Partners increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q1 2026, buying an estimated $46.9K and bringing the position to 627 shares worth $375K. The position accounts for 0.09% of the portfolio, ranked #96.

Stevens Capital Partners first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. The position peaked at $486K in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Stevens Capital Partners held 627 shares of Vanguard S&P 500 ETF worth $375K as of Q1 2026.
Stevens Capital Partners bought 75 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $46.9K.
Vanguard S&P 500 ETF made up 0.09% of Stevens Capital Partners's portfolio in Q1 2026, its #96 holding.
Stevens Capital Partners first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
Stevens Capital Partners's Vanguard S&P 500 ETF position peaked at $486K in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.