DAYMARK WEALTH PARTNERS, LLC VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 1956824
As of 2026-06-30, DAYMARK WEALTH PARTNERS, LLC reported 184.14K VOO (shares), valued at $126.47M, or 3.09% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares increased 24.75%; reported value increased 43.38%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.09% | 184,141 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 2.77% | 147,612 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 2.66% | 132,968 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 1.96% | 94,306 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 1.79% | 82,672 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 2.12% | 96,145 | SEC filing ↗Filed Apr 23, 2025Amended |
| Q4 2024 | 3.01% | 132,129 | SEC filing ↗Filed Jan 17, 2025Amended |
| Q3 2024 | 2.76% | 123,633 | SEC filing ↗Filed Oct 8, 2024 |
| Q2 2024 | 2.57% | 111,862 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 2.77% | 107,038 | SEC filing ↗Filed Apr 10, 2024 |
| Q4 2023 | 2.29% | 85,473 | SEC filing ↗Filed Jan 9, 2024 |
| Q3 2023 | 1.69% | 62,316 | SEC filing ↗Filed Oct 10, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.69% | 62,316 | $24.47M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 10, 2023 |
| Q4 2023 | 2.29% | 85,473 | $37.33M | Shares increased 37.16%; reported value increased 52.56%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2024 |
| Q1 2024 | 2.77% | 107,038 | $51.45M | Shares increased 25.23%; reported value increased 37.82%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2024 |
| Q2 2024 | 2.57% | 111,862 | $55.95M | Shares increased 4.51%; reported value increased 8.73%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 2.76% | 123,633 | $65.24M | Shares increased 10.52%; reported value increased 16.61%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2024 |
| Q4 2024 | 3.01% | 132,129 | $71.19M | Shares increased 6.87%; reported value increased 9.13%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 2.12% | 96,145 | $49.41M | Shares decreased 27.23%; reported value decreased 30.60%, and weight changed -0.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 1.79% | 82,672 | $46.96M | Shares decreased 14.01%; reported value decreased 4.96%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 1.96% | 94,306 | $57.75M | Shares increased 14.07%; reported value increased 22.98%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 2.66% | 132,968 | $83.39M | Shares increased 41.00%; reported value increased 44.39%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 2.77% | 147,612 | $88.21M | Shares increased 11.01%; reported value increased 5.78%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 3.09% | 184,141 | $126.47M | Shares increased 24.75%; reported value increased 43.38%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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