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

Catalyst 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	$1.76M	Buy	2,560 +27	+1%	+$18K	0.85%	27
2026 Q1	$1.51M	Buy	2,533 +65	+3%	+$40.7K	0.82%	27
2025 Q4	$1.55M	Buy	2,468 +59	+2%	+$36.7K	0.68%	27
2025 Q3	$1.48M	Buy	2,409 +124	+5%	+$73.1K	0.65%	26
2025 Q2	$1.3M	Buy	2,285 +277	+14%	+$146K	0.58%	28
2025 Q1	$1.03M	Buy	2,008 +403	+25%	+$218K	0.5%	29
2024 Q4	$865K	Buy	1,605 +111	+7%	+$60.1K	0.39%	36
2024 Q3	$788K	Buy	1,494 +20	+1%	+$10.2K	0.39%	37
2024 Q2	$737K	Buy	1,474 +172	+13%	+$82.8K	0.39%	40
2024 Q1	$626K	Buy	1,302 +314	+32%	+$144K	0.33%	44
2023 Q4	$432K	Buy	+988	New	+$404K	0.2%	59
2023 Q3	–	Sell	-879	Closed	-$358K	–	74
2023 Q2	$358K	Hold	879	–	–	0.22%	55
2023 Q1	$331K	Buy	879 +2	+0.2%	+$733	0.23%	63
2022 Q4	$308K	Buy	+877	New	+$310K	0.25%	60
2022 Q2	–	Sell	-499	Closed	-$207K	–	81
2022 Q1	$207K	Sell	499 -750	-60%	-$307K	0.1%	74
2021 Q4	$545K	Buy	1,249 +366	+41%	+$154K	0.23%	52
2021 Q3	$348K	Buy	883 +26	+3%	+$10.5K	0.15%	56
2021 Q2	$337K	Buy	857 +215	+33%	+$82.5K	0.19%	55
2021 Q1	$234K	Buy	642 +23	+4%	+$8.16K	0.16%	58
2020 Q4	$213K	Buy	619 +563	+1,005%	+$184K	0.19%	55
2020 Q3	$17K	Buy	+56	New	+$17.1K	0.02%	181

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

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

Catalyst Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2026, buying an estimated $18K and bringing the position to 2,560 shares worth $1.76M. The position accounts for 0.85% of the portfolio, ranked #27.

Catalyst Private Wealth first reported a position in VOO in Q3 2020 and has held it in 21 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Catalyst Private Wealth held 2,560 shares of Vanguard S&P 500 ETF worth $1.76M as of Q2 2026.
Catalyst Private Wealth bought 27 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $18K.
Vanguard S&P 500 ETF made up 0.85% of Catalyst Private Wealth's portfolio in Q2 2026, its #27 holding.
Catalyst Private Wealth first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 21 quarters since.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.