Paces Ferry Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Paces Ferry 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 Q2	$386K	Buy	562 +27	+5%	+$18K	0.14%	87
2026 Q1	$319K	Buy	535 +158	+42%	+$98.8K	0.13%	94
2025 Q4	$236K	Hold	377	–	–	0.1%	114
2025 Q3	$231K	Sell	377 -30	-7%	-$17.7K	0.1%	112
2025 Q2	$231K	Hold	407	–	–	0.11%	106
2025 Q1	$209K	Sell	407 -227	-36%	-$123K	0.1%	115
2024 Q4	$342K	Buy	634 +212	+50%	+$115K	0.17%	81
2024 Q3	$223K	Hold	422	–	–	0.13%	109
2024 Q2	$211K	Hold	422	–	–	0.13%	109
2024 Q1	$203K	Buy	+422	New	+$193K	0.13%	109
2023 Q1	–	Sell	-636	Closed	-$223K	–	116
2022 Q4	$223K	Buy	636 +2	+0.3%	+$707	0.22%	97
2022 Q3	$208K	Buy	634 +43	+7%	+$15.7K	0.23%	91
2022 Q2	$205K	Hold	591	–	–	0.2%	101
2022 Q1	$246K	Sell	591 -65	-10%	-$26.6K	0.2%	100
2021 Q4	$286K	Sell	656 -57	-8%	-$24.1K	0.21%	90
2021 Q3	$281K	Buy	713 +1	+0.1%	+$406	0.22%	93
2021 Q2	$280K	Buy	712 +2	+0.3%	+$768	0.21%	94
2021 Q1	$259K	Hold	710	–	–	0.23%	96
2020 Q4	$244K	Hold	710	–	–	0.22%	92
2020 Q3	$218K	Buy	+710	New	+$216K	0.19%	93

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

Paces Ferry Wealth Advisors's VOO Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5% in Q2 2026, buying an estimated $18K and bringing the position to 562 shares worth $386K. The position accounts for 0.14% of the portfolio, ranked #87.

Paces Ferry Wealth Advisors first reported a position in VOO in Q3 2020 and has held it in 20 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Paces Ferry Wealth Advisors held 562 shares of Vanguard S&P 500 ETF worth $386K as of Q2 2026.
Paces Ferry Wealth Advisors bought 27 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $18K.
Vanguard S&P 500 ETF made up 0.14% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Paces Ferry Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 20 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.