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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
2024
Q4 		– Sell
-1,600
Closed -$79.4K – 209
2024
Q3 		$79.4K Buy
+1,600
New +$813K 0.06% 65

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Atlantic Private Wealth's VOO Position: Q1 2026 in Review

Atlantic Private Wealth held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 534 shares worth $319K. The position accounts for 0.21% of the portfolio, ranked #48.

Atlantic Private Wealth first reported a position in VOO in Q3 2023 and has held it in 11 quarters since. The position peaked at $459K in Q3 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Atlantic Private Wealth held 534 shares of Vanguard S&P 500 ETF worth $319K as of Q1 2026.
  • Atlantic Private Wealth left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.21% of Atlantic Private Wealth's portfolio in Q1 2026, its #48 holding.
  • Atlantic Private Wealth first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
  • Atlantic Private Wealth's Vanguard S&P 500 ETF position peaked at $459K in Q3 2024.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.