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Denver PWM’s Vanguard S&P 500 ETF VOO Stock Holding History

Denver PWM’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 		$5.38M Sell
7,543
-2,843
-27% -$1.9M 1.76% 15
2026
Q1 		$7.04M Sell
10,386
-3,580
-26% -$2.24M 2.42% 15
2025
Q4 		$7.93M Hold
13,966
– – 2.65% 13
2025
Q3 		$7.93M Hold
13,966
– – 2.47% 14
2025
Q2 		$7.93M Buy
13,966
+1,200
+9% +$631K 2.47% 14
2025
Q1 		$6.56M Sell
12,766
-6,396
-33% -$3.46M 2.36% 14
2024
Q4 		$10.3M Buy
19,162
+32
+0.2% +$17.3K 4% 12
2024
Q3 		$10.1M Buy
19,130
+353
+2% +$179K 3.83% 11
2024
Q2 		$9.39M Buy
18,777
+1,023
+6% +$492K 3.75% 11
2024
Q1 		$8.41M Buy
17,754
+16,641
+1,495% +$7.62M 3.25% 13
2023
Q4 		$479K Buy
1,113
+463
+71% +$190K 0.22% 50
2023
Q3 		$254K Sell
650
-4
-0.6% -$1.64K 0.11% 84
2023
Q2 		$266K Buy
+654
New +$252K 0.11% 81
2019
Q4 		– Sell
-134
Closed -$36.4K – 210
2019
Q3 		$36.4K Buy
+134
New +$36.4K 0.02% 142

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

Denver PWM's VOO Position: Q2 2026 in Review

Denver PWM reduced its Vanguard S&P 500 ETF (VOO) stake by 27% in Q2 2026, selling an estimated $1.9M and leaving 7,543 shares worth $5.38M. The position accounts for 1.76% of the portfolio, ranked #15.

Denver PWM first reported a position in VOO in Q3 2019 and has held it in 14 quarters since. The position peaked at $10.3M in Q4 2024. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Denver PWM held 7,543 shares of Vanguard S&P 500 ETF worth $5.38M as of Q2 2026.
  • Denver PWM sold 2,843 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.9M.
  • Vanguard S&P 500 ETF made up 1.76% of Denver PWM's portfolio in Q2 2026, its #15 holding.
  • Denver PWM first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 14 quarters since.
  • Denver PWM's Vanguard S&P 500 ETF position peaked at $10.3M in Q4 2024.
  • 4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Denver PWM's 13F filing for Q2 2026, filed 18 Aug 2026.