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

Cove 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	$10.4M	Buy	15,108 +2,405	+19%	+$1.6M	2%	12
2026 Q1	$7.59M	Buy	12,703 +4,900	+63%	+$3.06M	1.72%	10
2025 Q4	$4.89M	Buy	7,803 +220	+3%	+$137K	1.46%	10
2025 Q3	$4.64M	Buy	7,583 +1,115	+17%	+$657K	1.47%	11
2025 Q2	$3.67M	Buy	6,468 +750	+13%	+$394K	1.3%	15
2025 Q1	$2.94M	Buy	5,718 +1,035	+22%	+$560K	1.55%	15
2024 Q4	$2.52M	Buy	4,683 +251	+6%	+$136K	1.52%	14
2024 Q3	$2.34M	Hold	4,432	–	–	1.81%	13
2024 Q2	$2.22M	Hold	4,432	–	–	1.77%	12
2024 Q1	$2.13M	Hold	4,432	–	–	1.82%	15
2023 Q4	$1.94M	Buy	+4,432	New	+$1.81M	1.83%	14

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

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

Cove Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 19% in Q2 2026, buying an estimated $1.6M and bringing the position to 15,108 shares worth $10.4M. The position accounts for 2% of the portfolio, ranked #12.

Cove Private Wealth first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Cove Private Wealth held 15,108 shares of Vanguard S&P 500 ETF worth $10.4M as of Q2 2026.
Cove Private Wealth bought 2,405 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.6M.
Vanguard S&P 500 ETF made up 2% of Cove Private Wealth's portfolio in Q2 2026, its #12 holding.
Cove Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.