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

Verus 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	$3.41M	Buy	4,970 +3	+0.1%	+$2K	0.29%	28
2026 Q1	$3.2M	Buy	4,967 +3	+0.1%	+$1.88K	0.29%	27
2025 Q4	$3.16M	Hold	4,964	–	–	0.29%	27
2025 Q3	$3.04M	Buy	4,964 +67	+1%	+$39.5K	0.29%	26
2025 Q2	$2.81M	Buy	4,897 +3	+0.1%	+$1.58K	0.29%	26
2025 Q1	$2.42M	Buy	4,894 +126	+3%	+$68.1K	0.28%	24
2024 Q4	$2.55M	Buy	4,768 +3	+0.1%	+$1.63K	0.29%	24
2024 Q3	$2.49M	Buy	4,765 +5	+0.1%	+$2.54K	0.27%	24
2024 Q2	$2.38M	Hold	4,760	–	–	0.28%	24
2024 Q1	$2.29M	Buy	4,760 +218	+5%	+$99.8K	0.27%	24
2023 Q4	$2.04M	Buy	4,542 +4	+0.1%	+$1.64K	0.25%	25
2023 Q3	$1.8M	Buy	4,538 +3	+0.1%	+$1.23K	0.23%	26
2023 Q2	$1.9M	Buy	4,535 +60	+1%	+$23.1K	0.24%	27
2023 Q1	$1.67M	Buy	4,475 +3	+0.1%	+$1.1K	0.23%	29
2022 Q4	$1.67M	Sell	4,472 -23	-0.5%	-$8.13K	0.23%	29
2022 Q3	$1.53M	Buy	4,495 +3	+0.1%	+$1.1K	0.23%	23
2022 Q2	$1.65M	Buy	4,492 +31	+0.7%	+$11.7K	0.24%	24
2022 Q1	$1.8M	Buy	4,461 +3	+0.1%	+$1.23K	0.26%	22
2021 Q4	$1.95M	Buy	4,458 +3	+0.1%	+$1.27K	0.26%	20
2021 Q3	$1.83M	Buy	4,455 +2	+0%	+$811	0.27%	21
2021 Q2	$1.76M	Buy	4,453 +3	+0.1%	+$1.15K	0.27%	22
2021 Q1	$1.66M	Sell	4,450 -8	-0.2%	-$2.84K	0.26%	23
2020 Q4	$1.53M	Sell	4,458 -13,052	-75%	-$4.25M	0.26%	22
2020 Q3	$5.39M	Buy	17,510 +16,720	+2,116%	+$5.09M	1.96%	11
2020 Q2	$224K	Buy	+790	New	+$213K	0.05%	67

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Verus Financial Partners increased its Vanguard S&P 500 ETF (VOO) stake by 0.06% in Q2 2026, buying an estimated $2K and bringing the position to 4,970 shares worth $3.41M. The position accounts for 0.29% of the portfolio, ranked #28.

Verus Financial Partners first reported a position in VOO in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.39M in Q3 2020. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Verus Financial Partners held 4,970 shares of Vanguard S&P 500 ETF worth $3.41M as of Q2 2026.
Verus Financial Partners bought 3 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2K.
Vanguard S&P 500 ETF made up 0.29% of Verus Financial Partners's portfolio in Q2 2026, its #28 holding.
Verus Financial Partners first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
Verus Financial Partners's Vanguard S&P 500 ETF position peaked at $5.39M in Q3 2020.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.