CPW
VOO icon

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

Crestmont 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 		$63.2M Sell
92,063
-14,926
-14% -$9.95M 17.74% 2
2026
Q1 		$63.9M Buy
106,989
+8,428
+9% +$5.27M 20.15% 1
2025
Q4 		$61.8M Buy
98,561
+239
+0.2% +$149K 20.09% 2
2025
Q3 		$60.2M Buy
98,322
+3,761
+4% +$2.22M 19.89% 2
2025
Q2 		$53.7M Buy
94,561
+2,109
+2% +$1.11M 19.42% 2
2025
Q1 		$47.5M Buy
92,452
+4,261
+5% +$2.3M 20.57% 2
2024
Q4 		$47.5M Buy
88,191
+1,226
+1% +$664K 21.38% 2
2024
Q3 		$45.9M Buy
86,965
+2,101
+2% +$1.07M 20.05% 2
2024
Q2 		$42.4M Sell
84,864
-6,175
-7% -$2.97M 20.45% 2
2024
Q1 		$43.8M Sell
91,039
-5,802
-6% -$2.66M 21.72% 2
2023
Q4 		$42.3M Buy
96,841
+7,686
+9% +$3.15M 21.52% 2
2023
Q3 		$35M Buy
89,155
+2,513
+3% +$1.03M 21.42% 2
2023
Q2 		$35.3M Buy
86,642
+5,389
+7% +$2.08M 20.69% 2
2023
Q1 		$30.6M Sell
81,253
-350
-0.4% -$128K 19.97% 2
2022
Q4 		$28.7M Buy
81,603
+598
+0.7% +$211K 19.61% 2
2022
Q3 		$26.6M Buy
81,005
+10,735
+15% +$3.92M 20.17% 2
2022
Q2 		$24.4M Buy
70,270
+2,408
+4% +$907K 24.15% 2
2022
Q1 		$28.2M Buy
67,862
+1,872
+3% +$766K 26.72% 2
2021
Q4 		$28.8M Buy
+65,990
New +$27.9M 27.28% 2

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Crestmont Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 14% in Q2 2026, selling an estimated $9.95M and leaving 92,063 shares worth $63.2M. The position accounts for 17.74% of the portfolio, ranked #2.

Crestmont Private Wealth first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $63.9M in Q1 2026. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Crestmont Private Wealth held 92,063 shares of Vanguard S&P 500 ETF worth $63.2M as of Q2 2026.
  • Crestmont Private Wealth sold 14,926 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $9.95M.
  • Vanguard S&P 500 ETF made up 17.74% of Crestmont Private Wealth's portfolio in Q2 2026, its #2 holding.
  • Crestmont Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Crestmont Private Wealth's Vanguard S&P 500 ETF position peaked at $63.9M in Q1 2026.
  • 3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.