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TSG Advice Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

TSG Advice 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 		$68.5M Sell
114,619
-280,444
-71% -$175M 10.26% 1
2025
Q4 		$248M Buy
+395,063
New +$246M 37.82% 1

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

TSG Advice Partners's VOO Position: Q1 2026 in Review

TSG Advice Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 71% in Q1 2026, selling an estimated $175M and leaving 114,619 shares worth $68.5M. The position accounts for 10.26% of the portfolio, ranked #1.

TSG Advice Partners first reported a position in VOO in Q4 2025 and has held it in 2 quarters since. The position peaked at $248M in Q4 2025. 3,852 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • TSG Advice Partners held 114,619 shares of Vanguard S&P 500 ETF worth $68.5M as of Q1 2026.
  • TSG Advice Partners sold 280,444 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $175M.
  • Vanguard S&P 500 ETF made up 10.26% of TSG Advice Partners's portfolio in Q1 2026, its #1 holding.
  • TSG Advice Partners first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's Vanguard S&P 500 ETF position peaked at $248M in Q4 2025.
  • 3,852 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.