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

Atlas Private Wealth Advisors’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	$220K	Buy	+321	New	+$214K	0.05%	132
2025 Q3	–	Sell	-521	Closed	-$296K	–	196
2025 Q2	$296K	Sell	521 -414	-44%	-$218K	0.04%	160
2025 Q1	$481K	Sell	935 -3	-0.3%	-$1.62K	0.07%	114
2024 Q4	$505K	Buy	938 +17	+2%	+$9.21K	0.07%	101
2024 Q3	$485K	Buy	921 +4	+0.4%	+$2.03K	0.07%	103
2024 Q2	$459K	Buy	917 +458	+100%	+$220K	0.07%	99
2024 Q1	$220K	Sell	459 -536	-54%	-$245K	0.07%	104
2023 Q4	$434K	Buy	995 +89	+10%	+$36.4K	0.08%	92
2023 Q3	$356K	Buy	906 +3	+0.3%	+$1.23K	0.07%	131
2023 Q2	$368K	Buy	+903	New	+$348K	0.07%	130
2022 Q2	–	Sell	-1,537	Closed	-$638K	–	145
2022 Q1	$638K	Sell	1,537 -32	-2%	-$13.1K	0.28%	77
2021 Q4	$685K	Buy	1,569 +10	+0.6%	+$4.22K	0.32%	78
2021 Q3	$615K	Buy	1,559 +5	+0.3%	+$2.03K	0.32%	72
2021 Q2	$611K	Buy	1,554 +645	+71%	+$248K	0.33%	73
2021 Q1	$331K	Buy	909 +2	+0.2%	+$709	0.18%	92
2020 Q4	$312K	Buy	907 +228	+34%	+$74.3K	0.21%	88
2020 Q3	$209K	Buy	679 +3	+0.4%	+$914	0.17%	100
2020 Q2	$191K	Buy	+676	New	+$182K	0.17%	113

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 22.9% 1-Year Est. Return

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

Atlas Private Wealth Advisors's VOO Position: Q2 2026 in Review

Atlas Private Wealth Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 321 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #132 among its holdings. This is a return to the name: Atlas Private Wealth Advisors previously reported a position in VOO as recently as Q2 2025.

Atlas Private Wealth Advisors first reported a position in VOO in Q2 2020 and has held it in 18 quarters since. The position peaked at $685K in Q4 2021. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Atlas Private Wealth Advisors held 321 shares of Vanguard S&P 500 ETF worth $220K as of Q2 2026.
Vanguard S&P 500 ETF was a new Atlas Private Wealth Advisors position in Q2 2026.
Vanguard S&P 500 ETF made up 0.05% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #132 holding.
Atlas Private Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 18 quarters since.
Atlas Private Wealth Advisors's Vanguard S&P 500 ETF position peaked at $685K in Q4 2021.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.