TAFW
VOO icon

Tred Avon Family Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Tred Avon Family Wealth’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 		$2.37M Buy
3,964
+211
+6% +$132K 0.79% 23
2025
Q4 		$2.35M Sell
3,753
-761
-17% -$473K 0.77% 26
2025
Q3 		$2.76M Buy
+4,514
New +$2.66M 0.95% 22

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 $424B AUM 22.94% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Tred Avon Family Wealth's VOO Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 5.6% in Q1 2026, buying an estimated $132K and bringing the position to 3,964 shares worth $2.37M. The position accounts for 0.79% of the portfolio, ranked #23.

Tred Avon Family Wealth first reported a position in VOO in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.76M in Q3 2025. 3,836 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Tred Avon Family Wealth held 3,964 shares of Vanguard S&P 500 ETF worth $2.37M as of Q1 2026.
  • Tred Avon Family Wealth bought 211 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $132K.
  • Vanguard S&P 500 ETF made up 0.79% of Tred Avon Family Wealth's portfolio in Q1 2026, its #23 holding.
  • Tred Avon Family Wealth first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Vanguard S&P 500 ETF position peaked at $2.76M in Q3 2025.
  • 3,836 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.