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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Waldron Private Wealth's VOO Position: Q1 2026 in Review

Waldron Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q1 2026, selling an estimated $952K and leaving 38,914 shares worth $23.3M. The position accounts for 0.91% of the portfolio, ranked #20.

Waldron Private Wealth first reported a position in VOO in Q4 2018 and has held it in 30 quarters since. The position peaked at $25.7M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Waldron Private Wealth held 38,914 shares of Vanguard S&P 500 ETF worth $23.3M as of Q1 2026.
  • Waldron Private Wealth sold 1,523 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $952K.
  • Vanguard S&P 500 ETF made up 0.91% of Waldron Private Wealth's portfolio in Q1 2026, its #20 holding.
  • Waldron Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • Waldron Private Wealth's Vanguard S&P 500 ETF position peaked at $25.7M in Q3 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.