Atlantic Edge Private Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Atlantic Edge Private Wealth Management’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	$1.43M	Buy	2,075 +1,138	+121%	+$759K	0.29%	67
2026 Q1	$560K	Sell	937 -1,419	-60%	-$887K	0.14%	91
2025 Q4	$1.48M	Sell	2,356 -780	-25%	-$485K	0.37%	56
2025 Q3	$1.92M	Buy	3,136 +720	+30%	+$424K	0.49%	51
2025 Q2	$1.37M	Buy	2,416 +687	+40%	+$361K	0.38%	61
2025 Q1	$889K	Sell	1,729 -1,578	-48%	-$853K	0.27%	74
2024 Q4	$1.78M	Buy	3,307 +1,110	+51%	+$601K	0.55%	49
2024 Q3	$1.16M	Sell	2,197 -1,217	-36%	-$619K	0.35%	66
2024 Q2	$1.71M	Buy	3,414 +375	+12%	+$180K	0.57%	46
2024 Q1	$1.46M	Buy	3,039 +460	+18%	+$211K	0.5%	52
2023 Q4	$1.13M	Buy	+2,579	New	+$1.06M	0.46%	60

Other funds holding VOO

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Atlantic Edge Private Wealth Management's VOO Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 121% in Q2 2026, buying an estimated $759K and bringing the position to 2,075 shares worth $1.43M. The position accounts for 0.29% of the portfolio, ranked #67.

Atlantic Edge Private Wealth Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.92M in Q3 2025. 1,743 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Atlantic Edge Private Wealth Management held 2,075 shares of Vanguard S&P 500 ETF worth $1.43M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 1,138 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $759K.
Vanguard S&P 500 ETF made up 0.29% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #67 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Vanguard S&P 500 ETF position peaked at $1.92M in Q3 2025.
1,743 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.