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

Invictus 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 Q2	$290M	Buy	422,331 +7,401	+2%	+$4.93M	15.58%	1
2026 Q1	$248M	Buy	414,930 +11,770	+3%	+$7.36M	15.29%	1
2025 Q4	$253M	Buy	403,160 +18,166	+5%	+$11.3M	15.3%	1
2025 Q3	$236M	Buy	384,994 +10,587	+3%	+$6.24M	14.76%	1
2025 Q2	$213M	Buy	374,407 +18,915	+5%	+$9.94M	14.56%	1
2025 Q1	$183M	Sell	355,492 -10,590	-3%	-$5.72M	14.48%	1
2024 Q4	$197M	Buy	366,082 +14,955	+4%	+$8.1M	14.99%	1
2024 Q3	$185M	Buy	351,127 +7,512	+2%	+$3.82M	14.66%	1
2024 Q2	$172M	Buy	343,615 +10,400	+3%	+$5M	14.42%	1
2024 Q1	$160M	Sell	333,215 -4,357	-1%	-$1.99M	14.22%	1
2023 Q4	$147M	Buy	337,572 +8,881	+3%	+$3.64M	14.43%	1
2023 Q3	$129M	Buy	328,691 +9,421	+3%	+$3.85M	14.12%	1
2023 Q2	$130M	Buy	319,270 +9,371	+3%	+$3.62M	14.02%	1
2023 Q1	$117M	Sell	309,899 -7,525	-2%	-$2.76M	13.71%	1
2022 Q4	$112M	Buy	+317,424	New	+$112M	14.37%	1

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Invictus Private Wealth's VOO Position: Q2 2026 in Review

Invictus Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q2 2026, buying an estimated $4.93M and bringing the position to 422,331 shares worth $290M. The position accounts for 15.58% of the portfolio, ranked #1.

Invictus Private Wealth first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,009 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Invictus Private Wealth held 422,331 shares of Vanguard S&P 500 ETF worth $290M as of Q2 2026.
Invictus Private Wealth bought 7,401 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.93M.
Vanguard S&P 500 ETF made up 15.58% of Invictus Private Wealth's portfolio in Q2 2026, its #1 holding.
Invictus Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,009 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.