Palacios Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Palacios Wealth Management’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 Q3	$1.24M	Buy	1,773 +256	+17%	+$179K	0.66%	28
2026 Q2	$1.04M	Buy	1,517 +199	+15%	+$133K	0.62%	31
2026 Q1	$871K	Buy	1,318 +563	+75%	+$352K	0.54%	30
2025 Q4	$473K	Sell	755 -781	-51%	-$485K	0.36%	40
2025 Q3	$940K	Buy	1,536 +386	+34%	+$228K	0.62%	28
2025 Q2	$653K	Buy	1,150 +102	+10%	+$53.6K	0.54%	33
2025 Q1	$538K	Sell	1,048 -27	-3%	-$14.6K	0.4%	34
2024 Q4	$585K	Buy	+1,075	New	+$582K	0.63%	31

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Palacios Wealth Management's VOO Position: Q3 2026 in Review

Palacios Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q3 2026, buying an estimated $179K and bringing the position to 1,773 shares worth $1.24M. The position accounts for 0.66% of the portfolio, ranked #28.

Palacios Wealth Management first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Palacios Wealth Management held 1,773 shares of Vanguard S&P 500 ETF worth $1.24M as of Q3 2026.
Palacios Wealth Management bought 256 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $179K.
Vanguard S&P 500 ETF made up 0.66% of Palacios Wealth Management's portfolio in Q3 2026, its #28 holding.
Palacios Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Palacios Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.