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

Strategic 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 		$2.01M Sell
2,931
-315
-10% -$210K 0.12% 108
2026
Q1 		$1.94M Buy
3,246
+279
+9% +$174K 0.13% 110
2025
Q4 		$1.86M Buy
2,967
+498
+20% +$309K 0.13% 116
2025
Q3 		$1.51M Buy
2,469
+864
+54% +$509K 0.11% 130
2025
Q2 		$912K Buy
+1,605
New +$844K 0.07% 164
2024
Q4 		$943K Buy
1,681
+392
+30% +$212K 0.08% 154
2024
Q3 		$680K Buy
1,289
+69
+6% +$35.1K 0.07% 173
2024
Q2 		$610K Buy
1,220
+61
+5% +$29.4K 0.06% 176
2024
Q1 		$557K Sell
1,159
-221
-16% -$101K 0.06% 186
2023
Q4 		$603K Buy
1,380
+293
+27% +$120K 0.07% 167
2023
Q3 		$427K Sell
1,087
-183
-14% -$74.8K 0.06% 218
2023
Q2 		$517K Buy
1,270
+22
+2% +$8.49K 0.07% 198
2023
Q1 		$469K Sell
1,248
-340
-21% -$125K 0.07% 180
2022
Q4 		$558K Sell
1,588
-365
-19% -$129K 0.1% 161
2022
Q3 		$641K Buy
+1,953
New +$713K 0.14% 155
2021
Q3 		– Sell
-635
Closed -$250K – 244
2021
Q2 		$250K Buy
+635
New +$244K 0.08% 203
2019
Q4 		– Sell
-321
Closed -$86 – 499
2019
Q3 		$86 Sell
321
-15,834
-98% -$4.3M ﹤0.01% 276
2019
Q2 		$4.35M Sell
16,155
-4,316
-21% -$1.14M 2.1% 6
2019
Q1 		$5.37M Buy
20,471
+20,372
+20,578% +$5.09M 2.47% 5
2018
Q4 		$25K Hold
99
– – 0.01% 305
2018
Q3 		$26K Hold
99
– – 0.01% 298
2018
Q2 		$25K Sell
99
-98
-50% -$24.3K 0.01% 351
2018
Q1 		$48K Buy
197
+98
+99% +$24.6K 0.02% 250
2017
Q4 		$24K Buy
+99
New +$23.7K 0.01% 307

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Strategic Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 9.7% in Q2 2026, selling an estimated $210K and leaving 2,931 shares worth $2.01M. The position accounts for 0.12% of the portfolio, ranked #108.

Strategic Wealth Partners first reported a position in VOO in Q4 2017 and has held it in 24 quarters since. The position peaked at $5.37M in Q1 2019. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Strategic Wealth Partners held 2,931 shares of Vanguard S&P 500 ETF worth $2.01M as of Q2 2026.
  • Strategic Wealth Partners sold 315 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $210K.
  • Vanguard S&P 500 ETF made up 0.12% of Strategic Wealth Partners's portfolio in Q2 2026, its #108 holding.
  • Strategic Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 24 quarters since.
  • Strategic Wealth Partners's Vanguard S&P 500 ETF position peaked at $5.37M in Q1 2019.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.