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Curated Wealth Partners LLC → VOO
Curated Wealth Partners LLC VOO Position History
Vanguard S&P 500 ETF
Quarters held
12
Latest value
$59M
Q3 2026
Peak value
$59M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $44.1M |
| Q1 2026 | $41.5M |
| Q1 2026 | $6.4M |
| Q2 2026 | $2K |
| Q2 2026 | $7.9M |
| Q2 2026 | $3.5M |
| Q2 2026 | $488K |
| Q2 2026 | $50.1M |
| Q2 2026 | $15.4M |
| Q3 2026 | $19.5M |
| Q3 2026 | $498K |
| Q3 2026 | $59M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $59M | 84.1K | — | — |
| Q3 2026 | $498K | 711 | — | — |
| Q3 2026 | $19.5M | 27.8K | — | — |
| Q2 2026 | $15.4M | 22.4K | — | — |
| Q2 2026 | $50.1M | 73.0K | — | — |
| Q2 2026 | $488K | 711 | — | — |
| Q2 2026 | $3.5M | 1.11M | — | — |
| Q2 2026 | $7.9M | 2.43M | — | — |
| Q2 2026 | $2K | 7 | — | — |
| Q1 2026 | $6.4M | 10.7K | — | — |
| Q1 2026 | $41.5M | 69.5K | — | — |
| Q4 2025 | $44.1M | 70.4K | — | — |
Other funds holding VOO
$23.9B
$22.7B
$20.4B
$17.3B
$12.4B
$10.1B
$10.1B