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

Triad 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	$139M	Buy	199,635 +109,742	+122%	+$73.2M	8.19%	1
2026 Q1	$53.7M	Buy	89,893 +47,000	+110%	+$29.4M	4.26%	2
2025 Q4	$26.9M	Buy	42,893 +5,903	+16%	+$3.67M	2.56%	7
2025 Q3	$22.7M	Buy	36,990 +11,976	+48%	+$7.06M	2.92%	7
2025 Q2	$14.2M	Sell	25,014 -7,718	-24%	-$4.06M	2.87%	8
2025 Q1	$16.8M	Sell	32,732 -4,661	-12%	-$2.52M	5.23%	3
2024 Q4	$20.1M	Buy	37,393 +3,540	+10%	+$1.92M	7.28%	1
2024 Q3	$17.9M	Buy	33,853 +1,689	+5%	+$859K	9.5%	2
2024 Q2	$16.1M	Buy	32,164 +3,699	+13%	+$1.78M	8.43%	3
2024 Q1	$13.7M	Buy	+28,465	New	+$13M	10.5%	3

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Triad Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 122% in Q2 2026, buying an estimated $73.2M and bringing the position to 199,635 shares worth $139M. The position accounts for 8.19% of the portfolio, ranked #1.

Triad Wealth Partners first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Triad Wealth Partners held 199,635 shares of Vanguard S&P 500 ETF worth $139M as of Q2 2026.
Triad Wealth Partners bought 109,742 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $73.2M.
Vanguard S&P 500 ETF made up 8.19% of Triad Wealth Partners's portfolio in Q2 2026, its #1 holding.
Triad Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.