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

Wealthspan 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
2025
Q4 		– Sell
-463
Closed -$284K – 129
2025
Q3 		$284K Hold
463
– – 0.11% 103
2025
Q2 		$263K Buy
+463
New +$243K 0.11% 99
2025
Q1 		– Sell
-383
Closed -$206K – 116
2024
Q4 		$206K Buy
+383
New +$207K 0.1% 104
2023
Q1 		– Sell
-912
Closed -$320K – 75
2022
Q4 		$320K Hold
912
– – 0.29% 58
2022
Q3 		$299K Buy
912
+218
+31% +$79.6K 0.31% 53
2022
Q2 		$241K Buy
694
+80
+13% +$30.1K 0.25% 62
2022
Q1 		$255K Hold
614
– – 0.23% 60
2021
Q4 		$268K Buy
+614
New +$259K 0.24% 60

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspan Partners's VOO Position: Q4 2025 in Review

Wealthspan Partners sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 463 shares — an estimated $284K sold.

Wealthspan Partners first reported a position in VOO in Q4 2021 and held it in 8 quarters. The position peaked at $320K in Q4 2022. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Wealthspan Partners reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspan Partners sold 463 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $284K.
  • Wealthspan Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 8 quarters.
  • Wealthspan Partners's Vanguard S&P 500 ETF position peaked at $320K in Q4 2022.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Wealthspan Partners's 13F filing for Q4 2025, filed 27 Jan 2026.