Curated Wealth Partners 13F: Cuts VOO Stake by $2.4B
Curated Wealth Partners heavily reduced its investment in the Vanguard S&P 500 ETF, shedding over 3.4 million shares during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Curated Wealth Partners sold 3,428,837 shares from its stake in Vanguard S&P 500 ETF ($VOO), a 96.82% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 112,666 shares worth $78.96 million at the end of the quarter.
Since the filing, $VOO is down 1.1% to date (from the $709.43 close on Oct 15, 2026).
Find the original: Curated Wealth Partners 13F filings on SEC EDGAR
VOO
Vanguard S&P 500 ETF
Key Points
- Curated Wealth Partners cut its stake in the Vanguard S&P 500 ETF by 96.8%, reducing its position by 3,428,837 shares.
- The firm's remaining holding stands at 112,666 shares, with a reported value of about $78.9 million at the time of the filing.
- Vanguard S&P 500 ETF shares recently changed hands around $700.89, sitting above their 200-day moving average.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Vanguard S&P 500 ETF alert may contain errors. Disclosures
Curated Wealth Partners made a large reduction to its holdings in the Vanguard S&P 500 ETF (VOO), cutting its exposure by 3,428,837 shares. That move brought the firm's stake down by 96.8% according to an institutional holdings report filed with the SEC on October 15, 2026. Keep in mind that 13F filings are backward-looking documents that show what a fund held at the close of the quarter and may not reflect its current portfolio.
What Changed in Curated Wealth Partners's Vanguard S&P 500 ETF Position
Before the filing, Curated Wealth Partners owned 3,541,503 shares of the exchange-traded fund. After dropping 3,428,837 shares, the firm was left with 112,666 shares. The remaining block carried a reported value of $78,963,596. This substantial cut follows other recent adjustments by the firm, adding to a busy reporting season for the investment manager.
Vanguard S&P 500 ETF Stock Down 0.9%
Vanguard S&P 500 ETF shares recently traded around $700.89 as of October 16, 2026. The fund has moved within a 52-week range spanning from $578.46 to $718.47. Recent pricing puts the shares slightly below their 50-day moving average and about 5.2% above their 200-day moving average.
Dividend
The exchange-traded fund currently carries a dividend yield of 1.06%, distributing income generated by the large-cap U.S. equities held within its portfolio.
About Vanguard S&P 500 ETF
The Vanguard S&P 500 ETF is an investment fund that tracks the performance of the Standard & Poor's 500 Index. By holding the major large-cap U.S. stocks that make up the index in similar proportions, the fund aims to match the broader market's returns. Institutional shifts in this bellwether fund often signal broader changes in how asset managers allocate capital across large public companies.
Bottom Line
Curated Wealth Partners scaled back its exposure to the broader U.S. equity market by parting with the vast majority of its shares in this fund. Investors will need to watch future SEC filings from the firm to see if this reduction marks a permanent shift in its asset allocation or a temporary portfolio rebalancing. Remember that regulatory disclosures only provide a snapshot of past activity.
Related Filing Alerts
Source: Curated Wealth Partners's 13F filing on $VOO (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Curated Wealth Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts