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 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

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

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

Cove Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 63% in Q1 2026, buying an estimated $3.06M and bringing the position to 12,703 shares worth $7.59M. The position accounts for 1.72% of the portfolio, ranked #10.

Cove Private Wealth first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Cove Private Wealth held 12,703 shares of Vanguard S&P 500 ETF worth $7.59M as of Q1 2026.
Cove Private Wealth bought 4,900 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.06M.
Vanguard S&P 500 ETF made up 1.72% of Cove Private Wealth's portfolio in Q1 2026, its #10 holding.
Cove Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Cove Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.