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

Parcion 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 Q3	$2.51M	Buy	3,588 +198	+6%	+$138K	0.14%	104
2026 Q2	$2.33M	Buy	3,390 +117	+4%	+$78K	0.13%	106
2026 Q1	$1.96M	Sell	3,273 -15,411	-82%	-$9.6M	0.12%	108
2025 Q4	$5.65M	Buy	18,684 +16,418	+725%	+$10.2M	0.34%	58
2025 Q3	$1.39M	Hold	2,266	–	–	0.09%	114
2025 Q2	$1.29M	Hold	2,266	–	–	0.09%	113
2025 Q1	$1.16M	Hold	2,266	–	–	0.09%	119
2024 Q4	$1.22M	Sell	2,266 -643	-22%	-$348K	0.09%	113
2024 Q3	$1.53M	Buy	2,909 +2	+0.1%	+$1.02K	0.13%	97
2024 Q2	$1.45M	Sell	2,907 -660	-19%	-$318K	0.13%	97
2024 Q1	$1.71M	Hold	3,567	–	–	0.15%	90
2023 Q4	$1.56M	Buy	3,567 +5	+0.1%	+$2.05K	0.14%	91
2023 Q3	$1.4M	Hold	3,562	–	–	0.15%	92
2023 Q2	$1.45M	Sell	3,562 -985	-22%	-$380K	0.15%	91
2023 Q1	$1.71M	Hold	4,547	–	–	0.18%	84
2022 Q4	$1.6M	Buy	4,547 +20	+0.4%	+$7.06K	0.17%	90
2022 Q3	$1.49M	Sell	4,527 -1,324	-23%	-$484K	0.17%	95
2022 Q2	$2.12M	Buy	+5,851	New	+$2.2M	0.21%	94

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Parcion Private Wealth's VOO Position: Q3 2026 in Review

Parcion Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 5.8% in Q3 2026, buying an estimated $138K and bringing the position to 3,588 shares worth $2.51M. The position accounts for 0.14% of the portfolio, ranked #104.

Parcion Private Wealth first reported a position in VOO in Q2 2022 and has held it in 18 quarters since. The position peaked at $5.65M in Q4 2025. 1,971 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Parcion Private Wealth held 3,588 shares of Vanguard S&P 500 ETF worth $2.51M as of Q3 2026.
Parcion Private Wealth bought 198 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $138K.
Vanguard S&P 500 ETF made up 0.14% of Parcion Private Wealth's portfolio in Q3 2026, its #104 holding.
Parcion Private Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 18 quarters since.
Parcion Private Wealth's Vanguard S&P 500 ETF position peaked at $5.65M in Q4 2025.
1,971 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.