DP
VOO icon

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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Denver PWM's VOO Position: Q1 2026 in Review

Denver PWM reduced its Vanguard S&P 500 ETF (VOO) stake by 26% in Q1 2026, selling an estimated $2.24M and leaving 10,386 shares worth $7.04M. The position accounts for 2.42% of the portfolio, ranked #15.

Denver PWM first reported a position in VOO in Q3 2019 and has held it in 13 quarters since. The position peaked at $10.3M in Q4 2024. 3,834 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Denver PWM held 10,386 shares of Vanguard S&P 500 ETF worth $7.04M as of Q1 2026.
  • Denver PWM sold 3,580 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.24M.
  • Vanguard S&P 500 ETF made up 2.42% of Denver PWM's portfolio in Q1 2026, its #15 holding.
  • Denver PWM first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 13 quarters since.
  • Denver PWM's Vanguard S&P 500 ETF position peaked at $10.3M in Q4 2024.
  • 3,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Denver PWM's 13F filing for Q1 2026, filed 13 May 2026.