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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Catalyst Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q1 2026, buying an estimated $40.7K and bringing the position to 2,533 shares worth $1.51M. The position accounts for 0.82% of the portfolio, ranked #27.

Catalyst Private Wealth first reported a position in VOO in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.55M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Catalyst Private Wealth held 2,533 shares of Vanguard S&P 500 ETF worth $1.51M as of Q1 2026.
Catalyst Private Wealth bought 65 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $40.7K.
Vanguard S&P 500 ETF made up 0.82% of Catalyst Private Wealth's portfolio in Q1 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 20 quarters since.
Catalyst Private Wealth's Vanguard S&P 500 ETF position peaked at $1.55M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Catalyst Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.