Welch Capital Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $234M | Sell |
341,085
-992
| -0.3% | -$661K | 45.91% | 1 |
|
|
2026
Q1 | $204M | Sell |
342,077
-13,154
| -4% | -$8.23M | 46.02% | 1 |
|
|
2025
Q4 | $223M | Sell |
355,231
-524
| -0.1% | -$326K | 44.65% | 1 |
|
|
2025
Q3 | $218M | Sell |
355,755
-414
| -0.1% | -$244K | 44.87% | 1 |
|
|
2025
Q2 | $202M | Sell |
356,169
-7,649
| -2% | -$4.02M | 45.04% | 1 |
|
|
2025
Q1 | $187M | Hold |
363,818
| – | – | 44.5% | 1 |
|
|
2024
Q4 | $196M | Sell |
363,818
-365
| -0.1% | -$198K | 42.33% | 1 |
|
|
2024
Q3 | $192M | Sell |
364,183
-417
| -0.1% | -$212K | 42.95% | 1 |
|
|
2024
Q2 | $182M | Hold |
364,600
| – | – | 43.17% | 1 |
|
|
2024
Q1 | $175M | Sell |
364,600
-66
| -0% | -$30.2K | 43.6% | 1 |
|
|
2023
Q4 | $159M | Sell |
364,666
-25
| -0% | -$10.2K | 42.39% | 1 |
|
|
2023
Q3 | $143M | Buy |
364,691
+544
| +0.1% | +$222K | 41.14% | 1 |
|
|
2023
Q2 | $148M | Sell |
364,147
-636
| -0.2% | -$245K | 41.43% | 1 |
|
|
2023
Q1 | $137M | Buy |
364,783
+6,647
| +2% | +$2.44M | 41.12% | 1 |
|
|
2022
Q4 | $126M | Sell |
358,136
-3,991
| -1% | -$1.41M | 40.15% | 1 |
|
|
2022
Q3 | $119M | Buy |
362,127
+22,558
| +7% | +$8.24M | 38.96% | 1 |
|
|
2022
Q2 | $118M | Sell |
339,569
-26,285
| -7% | -$9.9M | 36.23% | 1 |
|
|
2022
Q1 | $152M | Sell |
365,854
-9,388
| -3% | -$3.84M | 36.7% | 1 |
|
|
2021
Q4 | $164M | Sell |
375,242
-8,951
| -2% | -$3.78M | 36.05% | 1 |
|
|
2021
Q3 | $152M | Sell |
384,193
-596
| -0.2% | -$242K | 36.72% | 1 |
|
|
2021
Q2 | $151M | Sell |
384,789
-789
| -0.2% | -$303K | 35.64% | 1 |
|
|
2021
Q1 | $140M | Sell |
385,578
-6,195
| -2% | -$2.2M | 36.71% | 1 |
|
|
2020
Q4 | $135M | Sell |
391,773
-2,034
| -0.5% | -$663K | 37.39% | 1 |
|
|
2020
Q3 | $121M | Buy |
393,807
+10,774
| +3% | +$3.28M | 37.17% | 1 |
|
|
2020
Q2 | $109M | Buy |
383,033
+15,733
| +4% | +$4.23M | 35.69% | 1 |
|
|
2020
Q1 | $87M | Buy |
367,300
+305,533
| +495% | +$85.6M | 34.74% | 1 |
|
|
2019
Q4 | $18.3M | Sell |
61,767
-625
| -1% | -$177K | 5.4% | 3 |
|
|
2019
Q3 | $17M | Sell |
62,392
-159
| -0.3% | -$43.2K | 5.66% | 3 |
|
|
2019
Q2 | $16.8M | Hold |
62,551
| – | – | 5.72% | 3 |
|
|
2019
Q1 | $16.2M | Buy |
62,551
+49,646
| +385% | +$12.4M | 5.52% | 2 |
|
|
2018
Q4 | $2.97M | Sell |
12,905
-373,107
| -97% | -$92.4M | 1.14% | 18 |
|
|
2018
Q3 | $103M | Buy |
386,012
+46,336
| +14% | +$12.1M | 33.76% | 1 |
|
|
2018
Q2 | $84.8M | Buy |
339,676
+17,479
| +5% | +$4.34M | 29.1% | 1 |
|
|
2018
Q1 | $78M | Buy |
322,197
+167,639
| +108% | +$42.1M | 26.8% | 1 |
|
|
2017
Q4 | $37.9M | Buy |
154,558
+98,005
| +173% | +$23.4M | 13.5% | 1 |
|
|
2017
Q3 | $13.1M | Buy |
+56,553
| New | +$12.8M | 4.4% | 4 |
|
Other funds holding VOO
AA
Welch Capital Partners's VOO Position: Q2 2026 in Review
Welch Capital Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 0.29% in Q2 2026, selling an estimated $661K and leaving 341,085 shares worth $234M. The position accounts for 45.91% of the portfolio, ranked #1.
Welch Capital Partners first reported a position in VOO in Q3 2017 and has held it in 36 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Welch Capital Partners held 341,085 shares of Vanguard S&P 500 ETF worth $234M as of Q2 2026.
- Welch Capital Partners sold 992 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $661K.
- Vanguard S&P 500 ETF made up 45.91% of Welch Capital Partners's portfolio in Q2 2026, its #1 holding.
- Welch Capital Partners first reported a position in Vanguard S&P 500 ETF in Q3 2017 and has held it in 36 quarters since.
- 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Welch Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.