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 Q1	$1.96M	Sell	3,273 -15,411	-82%	-$9.64M	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%	+$7.07K	0.17%	90
2022 Q3	$1.49M	Sell	4,527 -1,324	-23%	-$484K	0.17%	95
2022 Q2	$2.13M	Buy	+5,851	New	+$2.2M	0.21%	94

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

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

Parcion Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 82% in Q1 2026, selling an estimated $9.64M and leaving 3,273 shares worth $1.96M. The position accounts for 0.12% of the portfolio, ranked #108.

Parcion Private Wealth first reported a position in VOO in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.65M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Parcion Private Wealth held 3,273 shares of Vanguard S&P 500 ETF worth $1.96M as of Q1 2026.
Parcion Private Wealth sold 15,411 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $9.64M.
Vanguard S&P 500 ETF made up 0.12% of Parcion Private Wealth's portfolio in Q1 2026, its #108 holding.
Parcion Private Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
Parcion Private Wealth's Vanguard S&P 500 ETF position peaked at $5.65M in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.