VOO VANGUARD S&P 500 ETF

Ownership history in Wealthcare Advisory Partners LLC  ·  40 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported VANGUARD S&P 500 ETF (VOO) in 40 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.08% in 2024 Q1. The latest visible filing shows VOO at 1.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthcare Advisory Partners LLC's position in VANGUARD S&P 500 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VOO was reported at 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.08% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wealthcare Advisory Partners LLC held VOO — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 102,314 -47,030 -31.5% 1.19% $61.1M 2026-04-14 $638.35
2025 Q4 REDUCED 149,344 -2,045 -1.4% 1.84% $93.7M 2026-01-14 $632.94
2025 Q3 ADDED 151,389 +6,194 +4.3% 1.93% $92.7M 2025-11-07 $613.21
2025 Q2 ADDED 145,195 +36,023 +33.0% 1.88% $82.5M 2025-07-22 $572.87
2025 Q1 REDUCED 109,172 -16,357 -13.0% 1.51% $56.1M 2025-04-15 $488.24
2024 Q4 REDUCED 125,529 -2,227 -1.7% 1.88% $67.6M 2025-01-15 $536.73
2024 Q3 REDUCED 127,756 -1,885 -1.5% 1.92% $67.4M 2024-11-04 $514.16
2024 Q2 REDUCED 129,641 -2,030 -1.5% 2.03% $64.8M 2024-08-12 $479.56
2024 Q1 ADDED 131,671 +25,155 +23.6% 2.08% $63.3M 2024-04-15 $452.06
2023 Q4 REDUCED 106,516 -7,394 -6.5% 1.85% $46.5M 2024-02-06 $441.30
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wealthcare Advisory Partners LLC and VOO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthcare Advisory Partners LLC reported owning VOO?

Wealthcare Advisory Partners LLC reported VOO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VOO position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for VOO was 2.08% in 2024 Q1.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q1, when Wealthcare Advisory Partners LLC reported 102,314 shares, equal to 1.19% of portfolio, with an estimated market value of $61.1M.

What does the chart on this VOO ownership page compare?

The chart compares Wealthcare Advisory Partners LLC's quarterly VOO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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