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TrueWealth Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

TrueWealth Financial 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 		$54.7M Buy
79,595
+239
+0.3% +$159K 22.59% 1
2026
Q1 		$47.4M Buy
+79,356
New +$49.6M 18.9% 1
2025
Q4 		– Sell
-73,344
Closed -$44.9M – 70
2025
Q3 		$44.9M Buy
73,344
+23,733
+48% +$14M 22.92% 1
2025
Q2 		$28.2M Buy
49,611
+12,171
+33% +$6.4M 15.54% 1
2025
Q1 		$19.2M Buy
37,440
+7,616
+26% +$4.12M 11.62% 1
2024
Q4 		$16.1M Sell
29,824
-38
-0.1% -$20.6K 9.97% 2
2024
Q3 		$15.8M Sell
29,862
-3,369
-10% -$1.71M 9.49% 4
2024
Q2 		$16.6M Buy
33,231
+1,690
+5% +$813K 10.73% 1
2024
Q1 		$15.2M Sell
31,541
-20
-0.1% -$9.15K 10.64% 3
2023
Q4 		$13.8M Buy
31,561
+73
+0.2% +$29.9K 10.47% 2
2023
Q3 		$12.4M Buy
31,488
+951
+3% +$389K 10.17% 3
2023
Q2 		$12.4M Buy
30,537
+131
+0.4% +$50.5K 10.29% 3
2023
Q1 		$11.4M Buy
30,406
+2,978
+11% +$1.09M 9.86% 5
2022
Q4 		$9.64M Buy
27,428
+999
+4% +$353K 9.34% 7
2022
Q3 		$8.68M Buy
26,429
+870
+3% +$318K 9.42% 6
2022
Q2 		$8.87M Buy
25,559
+1,619
+7% +$610K 9.3% 7
2022
Q1 		$9.94M Buy
23,940
+621
+3% +$254K 9.56% 6
2021
Q4 		$10.2M Buy
+23,319
New +$9.84M 9.95% 6

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

TrueWealth Financial Partners's VOO Position: Q2 2026 in Review

TrueWealth Financial Partners increased its Vanguard S&P 500 ETF (VOO) stake by 0.3% in Q2 2026, buying an estimated $159K and bringing the position to 79,595 shares worth $54.7M. The position accounts for 22.59% of the portfolio, ranked #1.

TrueWealth Financial Partners first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • TrueWealth Financial Partners held 79,595 shares of Vanguard S&P 500 ETF worth $54.7M as of Q2 2026.
  • TrueWealth Financial Partners bought 239 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $159K.
  • Vanguard S&P 500 ETF made up 22.59% of TrueWealth Financial Partners's portfolio in Q2 2026, its #1 holding.
  • TrueWealth Financial Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • 3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.