TFP
VOO icon

Tilia Fiduciary Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Tilia Fiduciary 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 		$2.26M Sell
3,783
-5
-0.1% -$3.13K 1.24% 30
2025
Q4 		$2.38M Buy
3,788
+980
+35% +$609K 1.31% 28
2025
Q3 		$1.72M Buy
2,808
+1,270
+83% +$749K 0.99% 42
2025
Q2 		$873K Sell
1,538
-4
-0.3% -$2.1K 0.53% 57
2025
Q1 		$792K Sell
1,542
-5
-0.3% -$2.7K 0.53% 59
2024
Q4 		$834K Buy
1,547
+326
+27% +$177K 0.57% 54
2024
Q3 		$644K Buy
1,221
+3
+0.2% +$1.52K 0.45% 60
2024
Q2 		$609K Sell
1,218
-25
-2% -$12K 0.48% 59
2024
Q1 		$598K Buy
1,243
+163
+15% +$74.6K 0.48% 60
2023
Q4 		$472K Buy
1,080
+35
+3% +$14.3K 0.44% 68
2023
Q3 		$411K Buy
1,045
+3
+0.3% +$1.23K 0.43% 66
2023
Q2 		$424K Hold
1,042
– – 0.38% 66
2023
Q1 		$392K Buy
1,042
+4
+0.4% +$1.47K 0.37% 72
2022
Q4 		$365K Sell
1,038
-14
-1% -$4.95K 0.35% 78
2022
Q3 		$346K Buy
1,052
+28
+3% +$10.2K 0.35% 78
2022
Q2 		$358K Sell
1,024
-52
-5% -$19.6K 0.34% 74
2022
Q1 		$447K Buy
1,076
+54
+5% +$22.1K 0.38% 70
2021
Q4 		$446K Buy
+1,022
New +$431K 0.36% 73

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

Tilia Fiduciary Partners's VOO Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 0.13% in Q1 2026, selling an estimated $3.13K and leaving 3,783 shares worth $2.26M. The position accounts for 1.24% of the portfolio, ranked #30.

Tilia Fiduciary Partners first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.38M in Q4 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Tilia Fiduciary Partners held 3,783 shares of Vanguard S&P 500 ETF worth $2.26M as of Q1 2026.
  • Tilia Fiduciary Partners sold 5 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.13K.
  • Vanguard S&P 500 ETF made up 1.24% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #30 holding.
  • Tilia Fiduciary Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's Vanguard S&P 500 ETF position peaked at $2.38M in Q4 2025.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.