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

Inlet Private Wealth’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	$408K	Sell	682 -10	-1%	-$6.25K	0.1%	107
2025 Q4	$434K	Hold	692	–	–	0.1%	105
2025 Q3	$424K	Buy	692 +20	+3%	+$11.8K	0.1%	110
2025 Q2	$382K	Hold	672	–	–	0.09%	109
2025 Q1	$345K	Sell	672 -2	-0.3%	-$1.08K	0.09%	107
2024 Q4	$363K	Hold	674	–	–	0.1%	106
2024 Q3	$356K	Hold	674	–	–	0.09%	107
2024 Q2	$337K	Hold	674	–	–	0.09%	107
2024 Q1	$324K	Sell	674 -100	-13%	-$45.8K	0.09%	109
2023 Q4	$338K	Sell	774 -50	-6%	-$20.5K	0.1%	103
2023 Q3	$324K	Sell	824 -65	-7%	-$26.6K	0.11%	106
2023 Q2	$362K	Buy	+889	New	+$343K	0.09%	106
2022 Q2	–	Sell	-3,524	Closed	-$1.46M	–	136
2022 Q1	$1.46M	Hold	3,524	–	–	0.37%	69
2021 Q4	$1.54M	Hold	3,524	–	–	0.37%	71
2021 Q3	$1.39M	Hold	3,524	–	–	0.37%	73
2021 Q2	$1.39M	Buy	3,524 +45	+1%	+$17.3K	0.36%	71
2021 Q1	$1.27M	Hold	3,479	–	–	0.36%	71
2020 Q4	$1.2M	Buy	3,479 +14	+0.4%	+$4.56K	0.39%	70
2020 Q3	$1.07M	Sell	3,465 -750	-18%	-$228K	0.42%	65
2020 Q2	$1.2M	Buy	4,215 +3,300	+361%	+$888K	0.48%	61
2020 Q1	$217K	Sell	915 -750	-45%	-$210K	0.1%	119
2019 Q4	$493K	Buy	+1,665	New	+$471K	0.16%	97

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

Inlet Private Wealth's VOO Position: Q1 2026 in Review

Inlet Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q1 2026, selling an estimated $6.25K and leaving 682 shares worth $408K. The position accounts for 0.1% of the portfolio, ranked #107.

Inlet Private Wealth first reported a position in VOO in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.54M in Q4 2021. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Inlet Private Wealth held 682 shares of Vanguard S&P 500 ETF worth $408K as of Q1 2026.
Inlet Private Wealth sold 10 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $6.25K.
Vanguard S&P 500 ETF made up 0.1% of Inlet Private Wealth's portfolio in Q1 2026, its #107 holding.
Inlet Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 22 quarters since.
Inlet Private Wealth's Vanguard S&P 500 ETF position peaked at $1.54M in Q4 2021.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.