Waldron Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Waldron Private Wealth’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	$33.4M	Buy	48,571 +9,657	+25%	+$6.44M	1.16%	15
2026 Q1	$23.3M	Sell	38,914 -1,523	-4%	-$952K	0.91%	20
2025 Q4	$25.4M	Sell	40,437 -1,350	-3%	-$839K	1%	20
2025 Q3	$25.7M	Buy	41,787 +4,453	+12%	+$2.62M	1.04%	20
2025 Q2	$21.3M	Sell	37,334 -3,937	-10%	-$2.07M	0.93%	23
2025 Q1	$21.2M	Buy	41,271 +5,196	+14%	+$2.81M	1%	21
2024 Q4	$19.4M	Sell	36,075 -995	-3%	-$539K	0.78%	28
2024 Q3	$19.6M	Buy	37,070 +2,272	+7%	+$1.15M	0.81%	27
2024 Q2	$17.5M	Sell	34,798 -3,075	-8%	-$1.48M	0.78%	25
2024 Q1	$18.2M	Buy	37,873 +4,563	+14%	+$2.09M	0.82%	27
2023 Q4	$14.5M	Sell	33,310 -10,045	-23%	-$4.11M	0.69%	30
2023 Q3	$17.1M	Sell	43,355 -1,652	-4%	-$675K	0.89%	25
2023 Q2	$18.4M	Sell	45,007 -1,910	-4%	-$737K	0.92%	24
2023 Q1	$17.6M	Buy	46,917 +12,658	+37%	+$4.64M	0.86%	25
2022 Q4	$11.3M	Hold	34,259	–	–	0.7%	34
2022 Q3	$11.3M	Buy	34,259 +65	+0.2%	+$23.7K	0.7%	34
2022 Q2	$11.9M	Buy	34,194 +128	+0.4%	+$48.2K	0.67%	36
2022 Q1	$14.1M	Sell	34,066 -25	-0.1%	-$10.2K	0.73%	33
2021 Q4	$14.9M	Sell	34,091 -1,255	-4%	-$530K	0.73%	34
2021 Q3	$14M	Buy	35,346 +25,852	+272%	+$10.5M	0.81%	28
2021 Q2	$3.75M	Sell	9,494 -52	-0.5%	-$20K	0.24%	61
2021 Q1	$3.48M	Buy	9,546 +3,213	+51%	+$1.14M	0.24%	62
2020 Q4	$2.18M	Buy	6,333 +334	+6%	+$109K	0.16%	75
2020 Q3	$1.85M	Buy	5,999 +155	+3%	+$47.2K	0.16%	84
2020 Q2	$1.66M	Buy	5,844 +9	+0.2%	+$2.42K	0.15%	82
2020 Q1	$1.38M	Buy	5,835 +62	+1%	+$17.4K	0.15%	85
2019 Q4	$1.71M	Hold	5,773	–	–	0.15%	84
2019 Q3	$1.58M	Buy	5,773 +3,815	+195%	+$1.04M	0.16%	82
2019 Q2	$529K	Sell	1,958 -7	-0.4%	-$1.85K	0.06%	131
2019 Q1	$510K	Sell	1,965 -343	-15%	-$85.7K	0.06%	144
2018 Q4	$530K	Buy	+2,308	New	+$572K	0.08%	119

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

Waldron Private Wealth's VOO Position: Q2 2026 in Review

Waldron Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 25% in Q2 2026, buying an estimated $6.44M and bringing the position to 48,571 shares worth $33.4M. The position accounts for 1.16% of the portfolio, ranked #15.

Waldron Private Wealth first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Waldron Private Wealth held 48,571 shares of Vanguard S&P 500 ETF worth $33.4M as of Q2 2026.
Waldron Private Wealth bought 9,657 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.44M.
Vanguard S&P 500 ETF made up 1.16% of Waldron Private Wealth's portfolio in Q2 2026, its #15 holding.
Waldron Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.