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

Palumbo 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 Q2	$1.85M	Buy	2,700 +952	+54%	+$635K	0.39%	51
2026 Q1	$1.04M	Sell	1,748 -53	-3%	-$33.1K	0.25%	66
2025 Q4	$1.13M	Buy	+1,801	New	+$1.12M	0.28%	70
2025 Q3	–	Sell	-881	Closed	-$500K	–	222
2025 Q2	$500K	Buy	881 +301	+52%	+$158K	0.15%	100
2025 Q1	$298K	Buy	580 +1	+0.2%	+$541	0.1%	135
2024 Q4	$312K	Sell	579 -18	-3%	-$9.75K	0.12%	119
2024 Q3	$315K	Buy	597 +22	+4%	+$11.2K	0.12%	113
2024 Q2	$288K	Hold	575	–	–	0.12%	107
2024 Q1	$277K	Buy	575 +1	+0.2%	+$458	0.12%	109
2023 Q4	$251K	Buy	574 +3	+0.5%	+$1.23K	0.13%	109
2023 Q3	$224K	Buy	571 +1	+0.2%	+$409	0.12%	107
2023 Q2	$232K	Sell	570 -80	-12%	-$30.9K	0.14%	94
2023 Q1	$245K	Buy	650 +1	+0.2%	+$367	0.16%	80
2022 Q4	$228K	Buy	+649	New	+$229K	0.18%	77

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

Palumbo Wealth Management's VOO Position: Q2 2026 in Review

Palumbo Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 54% in Q2 2026, buying an estimated $635K and bringing the position to 2,700 shares worth $1.85M. The position accounts for 0.39% of the portfolio, ranked #51.

Palumbo Wealth Management first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. 4,014 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Palumbo Wealth Management held 2,700 shares of Vanguard S&P 500 ETF worth $1.85M as of Q2 2026.
Palumbo Wealth Management bought 952 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $635K.
Vanguard S&P 500 ETF made up 0.39% of Palumbo Wealth Management's portfolio in Q2 2026, its #51 holding.
Palumbo Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
4,014 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.