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

Grant Private 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 Q2	$448K	Sell	652 -196	-23%	-$131K	0.19%	98
2026 Q1	$507K	Buy	848 +256	+43%	+$160K	0.27%	77
2025 Q4	$371K	Hold	592	–	–	0.22%	94
2025 Q3	$362K	Buy	+592	New	+$349K	0.22%	95
2025 Q2	–	Sell	-590	Closed	-$303K	–	145
2025 Q1	$303K	Buy	590 +4	+0.7%	+$2.16K	0.33%	91
2024 Q4	$316K	Buy	+586	New	+$317K	0.34%	78

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Grant Private Wealth Management's VOO Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 23% in Q2 2026, selling an estimated $131K and leaving 652 shares worth $448K. The position accounts for 0.19% of the portfolio, ranked #98.

Grant Private Wealth Management first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $507K in Q1 2026. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Grant Private Wealth Management held 652 shares of Vanguard S&P 500 ETF worth $448K as of Q2 2026.
Grant Private Wealth Management sold 196 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $131K.
Vanguard S&P 500 ETF made up 0.19% of Grant Private Wealth Management's portfolio in Q2 2026, its #98 holding.
Grant Private Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Vanguard S&P 500 ETF position peaked at $507K in Q1 2026.
799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.