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

Atlantic 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	$367K	Hold	534	–	–	0.22%	43
2026 Q1	$319K	Hold	534	–	–	0.21%	48
2025 Q4	$335K	Hold	534	–	–	0.21%	46
2025 Q3	$327K	Hold	534	–	–	0.21%	38
2025 Q2	$303K	Sell	534 -206	-28%	-$108K	0.2%	39
2025 Q1	$380K	Buy	740 +206	+39%	+$111K	0.28%	42
2024 Q4	$288K	Sell	534 -335	-39%	-$181K	0.22%	38
2024 Q3	$459K	Hold	869	–	–	0.35%	27
2024 Q2	$435K	Hold	869	–	–	0.35%	26
2024 Q1	$418K	Hold	869	–	–	0.35%	27
2023 Q4	$380K	Sell	869 -22	-2%	-$9.01K	0.34%	26
2023 Q3	$350K	Buy	+891	New	+$364K	0.35%	25

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

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

Atlantic Private Wealth held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 534 shares worth $367K. The position accounts for 0.22% of the portfolio, ranked #43.

Atlantic Private Wealth first reported a position in VOO in Q3 2023 and has held it in 12 quarters since. The position peaked at $459K in Q3 2024. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Atlantic Private Wealth held 534 shares of Vanguard S&P 500 ETF worth $367K as of Q2 2026.
Atlantic Private Wealth left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.22% of Atlantic Private Wealth's portfolio in Q2 2026, its #43 holding.
Atlantic Private Wealth first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
Atlantic Private Wealth's Vanguard S&P 500 ETF position peaked at $459K in Q3 2024.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.