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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard S&P 500 ETF VOO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$133K Buy
194
+2
+1% +$1.33K 0.04% 217
2026
Q1 		$115K Buy
192
+4
+2% +$2.5K 0.03% 220
2025
Q4 		$118K Buy
188
+91
+94% +$56.6K 0.04% 221
2025
Q3 		$59.5K Buy
97
+3
+3% +$1.77K 0.02% 258
2025
Q2 		$53.9K Buy
94
+91
+3,033% +$47.8K 0.02% 262
2025
Q1 		$1.57K Hold
3
– – ﹤0.01% 418
2024
Q4 		$1.64K Hold
3
– – ﹤0.01% 428
2024
Q3 		$1.59K Hold
3
– – ﹤0.01% 333
2024
Q2 		$1.5K Hold
3
– – ﹤0.01% 324
2024
Q1 		$1.45K Buy
+3
New +$1.37K ﹤0.01% 320

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VOO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Vanguard S&P 500 ETF (VOO) stake by 1% in Q2 2026, buying an estimated $1.33K and bringing the position to 194 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #217.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 2,788 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 194 shares of Vanguard S&P 500 ETF worth $133K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
  • Vanguard S&P 500 ETF made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #217 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,788 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.