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

TFO 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
Q1 		$8.43M Buy
14,107
+3,880
+38% +$2.43M 1.15% 13
2025
Q4 		$6.41M Hold
10,227
– – 0.96% 12
2025
Q3 		$6.26M Sell
10,227
-903
-8% -$532K 1.02% 10
2025
Q2 		$6.32M Buy
11,130
+2,702
+32% +$1.42M 1.11% 10
2025
Q1 		$4.33M Buy
+8,428
New +$4.56M 0.86% 10
2024
Q4 		– Sell
-8,428
Closed -$4.45M – 33
2024
Q3 		$4.45M Buy
8,428
+29
+0.3% +$14.7K 0.82% 11
2024
Q2 		$4.2M Hold
8,399
– – 0.82% 10
2024
Q1 		$4.04M Buy
8,399
+27
+0.3% +$12.4K 0.78% 10
2023
Q4 		$3.66M Buy
8,372
+34
+0.4% +$13.9K 0.74% 12
2023
Q3 		$3.4M Hold
8,338
– – 0.71% 13
2023
Q2 		$3.4M Sell
8,338
-133
-2% -$51.3K 0.72% 13
2023
Q1 		$3.19M Buy
8,471
+4,387
+107% +$1.61M 0.7% 13
2022
Q4 		$202K Sell
4,084
-7,648
-65% -$2.7M 0.05% 39
2022
Q3 		$3.85M Buy
11,732
+248
+2% +$90.6K 0.96% 11
2022
Q2 		$3.98M Buy
11,484
+2,663
+30% +$1M 0.9% 12
2022
Q1 		$3.66M Sell
8,821
-300
-3% -$123K 0.73% 15
2021
Q4 		$3.91M Buy
9,121
+305
+3% +$129K 0.75% 13
2021
Q3 		$3.48M Buy
8,816
+141
+2% +$57.2K 0.69% 14
2021
Q2 		$3.41M Buy
8,675
+1
+0% +$384 0.67% 13
2021
Q1 		$3.16M Sell
8,674
-70
-0.8% -$24.8K 0.95% 11
2020
Q4 		$3M Buy
8,744
+5
+0.1% +$1.63K 0.96% 11
2020
Q3 		$2.69M Buy
8,739
+2
+0% +$609 1.04% 9
2020
Q2 		$2.48M Buy
8,737
+1
+0% +$269 0.98% 9
2020
Q1 		$2.07M Buy
8,736
+3
+0% +$841 0.89% 10
2019
Q4 		$2.58M Buy
+8,733
New +$2.47M 2.38% 9

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

TFO Wealth Partners's VOO Position: Q1 2026 in Review

TFO Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 38% in Q1 2026, buying an estimated $2.43M and bringing the position to 14,107 shares worth $8.43M. The position accounts for 1.15% of the portfolio, ranked #13.

TFO Wealth Partners first reported a position in VOO in Q4 2019 and has held it in 25 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • TFO Wealth Partners held 14,107 shares of Vanguard S&P 500 ETF worth $8.43M as of Q1 2026.
  • TFO Wealth Partners bought 3,880 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.43M.
  • Vanguard S&P 500 ETF made up 1.15% of TFO Wealth Partners's portfolio in Q1 2026, its #13 holding.
  • TFO Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.