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

Verum 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	$48.2M	Sell	70,185 -306	-0.4%	-$204K	7.21%	3
2026 Q1	$42.1M	Buy	70,491 +3,883	+6%	+$2.43M	8%	2
2025 Q4	$41.8M	Buy	66,608 +1,095	+2%	+$681K	8.42%	1
2025 Q3	$40.1M	Buy	65,513 +2,382	+4%	+$1.4M	8.53%	1
2025 Q2	$35.9M	Buy	63,131 +20,608	+48%	+$10.8M	8.26%	1
2025 Q1	$21.9M	Buy	42,523 +4,568	+12%	+$2.47M	5.89%	4
2024 Q4	$20.5M	Buy	37,955 +2,673	+8%	+$1.45M	5.89%	3
2024 Q3	$18.6M	Buy	35,282 +4,563	+15%	+$2.32M	5.45%	3
2024 Q2	$15.4M	Buy	30,719 +6,933	+29%	+$3.34M	4.96%	4
2024 Q1	$11.4M	Buy	23,786 +4,736	+25%	+$2.17M	4.06%	6
2023 Q4	$8.32M	Buy	19,050 +3,146	+20%	+$1.29M	3.29%	8
2023 Q3	$6.25M	Buy	15,904 +7,689	+94%	+$3.14M	2.79%	9
2023 Q2	$3.35M	Sell	8,215 -1,051	-11%	-$405K	3.04%	8
2023 Q1	$3.48M	Sell	9,266 -526	-5%	-$193K	3.72%	8
2022 Q4	$3.44M	Buy	+9,792	New	+$3.46M	4.23%	8

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

Verum Partners's VOO Position: Q2 2026 in Review

Verum Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 0.43% in Q2 2026, selling an estimated $204K and leaving 70,185 shares worth $48.2M. The position accounts for 7.21% of the portfolio, ranked #3.

Verum Partners first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Verum Partners held 70,185 shares of Vanguard S&P 500 ETF worth $48.2M as of Q2 2026.
Verum Partners sold 306 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $204K.
Vanguard S&P 500 ETF made up 7.21% of Verum Partners's portfolio in Q2 2026, its #3 holding.
Verum Partners first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.