Five Pine Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Five Pine Wealth Management’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	$10.6M	Buy	17,719 +449	+3%	+$281K	6.58%	5
2025 Q4	$10.8M	Sell	17,270 -73	-0.4%	-$45.4K	6.95%	5
2025 Q3	$10.6M	Sell	17,343 -75	-0.4%	-$44.2K	7.18%	5
2025 Q2	$9.89M	Buy	17,418 +282	+2%	+$148K	7.32%	5
2025 Q1	$8.81M	Sell	17,136 -3,584	-17%	-$1.94M	7.17%	5
2024 Q4	$11.2M	Buy	+20,720	New	+$11.2M	9.41%	4

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

Five Pine Wealth Management's VOO Position: Q1 2026 in Review

Five Pine Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q1 2026, buying an estimated $281K and bringing the position to 17,719 shares worth $10.6M. The position accounts for 6.58% of the portfolio, ranked #5.

Five Pine Wealth Management first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.2M in Q4 2024. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Five Pine Wealth Management held 17,719 shares of Vanguard S&P 500 ETF worth $10.6M as of Q1 2026.
Five Pine Wealth Management bought 449 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $281K.
Vanguard S&P 500 ETF made up 6.58% of Five Pine Wealth Management's portfolio in Q1 2026, its #5 holding.
Five Pine Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Five Pine Wealth Management's Vanguard S&P 500 ETF position peaked at $11.2M in Q4 2024.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Five Pine Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.