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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Triad Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 110% in Q1 2026, buying an estimated $29.4M and bringing the position to 89,893 shares worth $53.7M. The position accounts for 4.26% of the portfolio, ranked #2.

Triad Wealth Partners first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Triad Wealth Partners held 89,893 shares of Vanguard S&P 500 ETF worth $53.7M as of Q1 2026.
Triad Wealth Partners bought 47,000 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $29.4M.
Vanguard S&P 500 ETF made up 4.26% of Triad Wealth Partners's portfolio in Q1 2026, its #2 holding.
Triad Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.