Allied Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Allied Private Wealth’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.36M	Buy	+10,747	New	+$7.16M	4.72%	3

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Allied Private Wealth's VOO Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 10,747 shares worth $7.36M. The stake represents 4.72% of the portfolio and ranks #3 among its holdings.

3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Allied Private Wealth held 10,747 shares of Vanguard S&P 500 ETF worth $7.36M as of Q2 2026.
Vanguard S&P 500 ETF was a new Allied Private Wealth position in Q2 2026.
Vanguard S&P 500 ETF made up 4.72% of Allied Private Wealth's portfolio in Q2 2026, its #3 holding.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.