Panoramic Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Panoramic Investment 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	$2.63M	Buy	4,403 +128	+3%	+$80.1K	1.42%	18
2025 Q4	$2.68M	Sell	4,275 -521	-11%	-$324K	1.46%	20
2025 Q3	$2.94M	Buy	4,796 +43	+0.9%	+$25.3K	1.65%	17
2025 Q2	$2.7M	Sell	4,753 -317	-6%	-$167K	1.66%	18
2025 Q1	$2.61M	Sell	5,070 -372	-7%	-$201K	1.76%	15
2024 Q4	$2.93M	Sell	5,442 -408	-7%	-$221K	1.91%	12
2024 Q3	$3.09M	Buy	+5,850	New	+$2.97M	2.13%	9
2024 Q1	$3.76M	Buy	7,823 +116	+2%	+$53.1K	2.77%	9
2023 Q4	$3.37M	Sell	7,707 -228	-3%	-$93.3K	2.91%	7
2023 Q3	$3.12M	Buy	+7,935	New	+$3.24M	2.86%	8
2022 Q4	$2.87M	Buy	+8,157	New	+$2.88M	2.94%	8

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

Panoramic Investment Advisors's VOO Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 3% in Q1 2026, buying an estimated $80.1K and bringing the position to 4,403 shares worth $2.63M. The position accounts for 1.42% of the portfolio, ranked #18.

Panoramic Investment Advisors first reported a position in VOO in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.76M in Q1 2024. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Panoramic Investment Advisors held 4,403 shares of Vanguard S&P 500 ETF worth $2.63M as of Q1 2026.
Panoramic Investment Advisors bought 128 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $80.1K.
Vanguard S&P 500 ETF made up 1.42% of Panoramic Investment Advisors's portfolio in Q1 2026, its #18 holding.
Panoramic Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Vanguard S&P 500 ETF position peaked at $3.76M in Q1 2024.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.