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

PACK 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	$2.9M	Hold	4,859	–	–	1.33%	10
2025 Q4	$3.05M	Hold	4,859	–	–	1.39%	12
2025 Q3	$2.98M	Hold	4,859	–	–	1.4%	12
2025 Q2	$2.76M	Sell	4,859 -409	-8%	-$215K	1.46%	12
2025 Q1	$2.71M	Sell	5,268 -409	-7%	-$221K	1.61%	12
2024 Q4	$3.06M	Sell	5,677 -172	-3%	-$93.2K	1.8%	12
2024 Q3	$3.09M	Sell	5,849 -83	-1%	-$42.2K	1.75%	12
2024 Q2	$2.97M	Buy	5,932 +23	+0.4%	+$11.1K	1.84%	12
2024 Q1	$2.84M	Buy	5,909 +9	+0.2%	+$4.12K	1.78%	12
2023 Q4	$2.58M	Buy	5,900 +20	+0.3%	+$8.19K	1.74%	13
2023 Q3	$2.31M	Buy	5,880 +21	+0.4%	+$8.59K	1.72%	11
2023 Q2	$2.39M	Buy	5,859 +5	+0.1%	+$1.93K	1.78%	11
2023 Q1	$2.2M	Buy	5,854 +1	+0%	+$367	1.75%	11
2022 Q4	$2.06M	Buy	5,853 +2,086	+55%	+$737K	1.76%	11
2022 Q3	$1.24M	Hold	3,767	–	–	1.16%	11
2022 Q2	$1.31M	Hold	3,767	–	–	1.19%	12
2022 Q1	$1.56M	Hold	3,767	–	–	1.29%	11
2021 Q4	$1.65M	Buy	+3,767	New	+$1.59M	1.31%	12

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

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

PACK Private Wealth held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 4,859 shares worth $2.9M. The position accounts for 1.33% of the portfolio, ranked #10.

PACK Private Wealth first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.09M in Q3 2024. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

PACK Private Wealth held 4,859 shares of Vanguard S&P 500 ETF worth $2.9M as of Q1 2026.
PACK Private Wealth left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 1.33% of PACK Private Wealth's portfolio in Q1 2026, its #10 holding.
PACK Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
PACK Private Wealth's Vanguard S&P 500 ETF position peaked at $3.09M in Q3 2024.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.