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New England Private Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

New England Private Wealth Advisors’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 		$11.6M Buy
19,340
+383
+2% +$240K 1.33% 22
2025
Q4 		$11.9M Buy
18,957
+826
+5% +$513K 1.48% 20
2025
Q3 		$11.1M Buy
18,131
+32
+0.2% +$18.9K 1.46% 19
2025
Q2 		$10.6M Buy
18,099
+17
+0.1% +$8.93K 1.54% 17
2025
Q1 		$9.29M Buy
18,082
+390
+2% +$211K 1.44% 21
2024
Q4 		$9.53M Buy
17,692
+1,006
+6% +$545K 1.51% 21
2024
Q3 		$8.8M Buy
16,686
+141
+0.9% +$71.7K 1.42% 21
2024
Q2 		$8.27M Sell
16,545
-91
-0.5% -$43.8K 1.44% 19
2024
Q1 		$8M Sell
16,636
-839
-5% -$384K 1.41% 21
2023
Q4 		$7.63M Buy
17,475
+201
+1% +$82.3K 1.41% 23
2023
Q3 		$6.78M Buy
17,274
+182
+1% +$74.4K 1.41% 23
2023
Q2 		$6.96M Buy
17,092
+1,033
+6% +$399K 1.41% 22
2023
Q1 		$6.04M Buy
16,059
+37
+0.2% +$13.6K 1.23% 25
2022
Q4 		$5.63M Buy
16,022
+1,183
+8% +$418K 1.19% 24
2022
Q3 		$4.87M Buy
14,839
+324
+2% +$118K 1.14% 28
2022
Q2 		$6.03M Sell
14,515
-5
-0% -$1.88K 1.1% 25
2022
Q1 		$6.03M Buy
14,520
+470
+3% +$192K 1.1% 25
2021
Q4 		$6.13M Sell
14,050
-413
-3% -$174K 1.07% 25
2021
Q3 		$5.7M Sell
14,463
-288
-2% -$117K 1.06% 23
2021
Q2 		$5.8M Buy
14,751
+325
+2% +$125K 1.1% 23
2021
Q1 		$5.26M Buy
14,426
+5,939
+70% +$2.11M 0.91% 28
2020
Q4 		$2.92M Buy
8,487
+37
+0.4% +$12.1K 0.64% 33
2020
Q3 		$2.6M Sell
8,450
-12
-0.1% -$3.66K 0.65% 32
2020
Q2 		$2.4M Buy
8,462
+1,028
+14% +$277K 0.66% 32
2020
Q1 		$1.76M Sell
7,434
-358
-5% -$100K 0.6% 35
2019
Q4 		$2.3M Buy
7,792
+86
+1% +$24.3K 0.6% 36
2019
Q3 		$2.1M Sell
7,706
-740
-9% -$201K 0.51% 38
2019
Q2 		$2.27M Buy
8,446
+16
+0.2% +$4.23K 0.55% 36
2019
Q1 		$2.19M Buy
+8,430
New +$2.11M 0.57% 34

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

New England Private Wealth Advisors's VOO Position: Q1 2026 in Review

New England Private Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2% in Q1 2026, buying an estimated $240K and bringing the position to 19,340 shares worth $11.6M. The position accounts for 1.33% of the portfolio, ranked #22.

New England Private Wealth Advisors first reported a position in VOO in Q1 2019 and has held it in 29 quarters since. The position peaked at $11.9M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • New England Private Wealth Advisors held 19,340 shares of Vanguard S&P 500 ETF worth $11.6M as of Q1 2026.
  • New England Private Wealth Advisors bought 383 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $240K.
  • Vanguard S&P 500 ETF made up 1.33% of New England Private Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • New England Private Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 29 quarters since.
  • New England Private Wealth Advisors's Vanguard S&P 500 ETF position peaked at $11.9M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on New England Private Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.