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 Q2	$2.33M	Buy	3,390 +117	+4%	+$78K	0.13%	106
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

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

Parcion Private Wealth's VOO Position: Q2 2026 in Review

Parcion Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 3.6% in Q2 2026, buying an estimated $78K and bringing the position to 3,390 shares worth $2.33M. The position accounts for 0.13% of the portfolio, ranked #106.

Parcion Private Wealth first reported a position in VOO in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.65M in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Parcion Private Wealth held 3,390 shares of Vanguard S&P 500 ETF worth $2.33M as of Q2 2026.
Parcion Private Wealth bought 117 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $78K.
Vanguard S&P 500 ETF made up 0.13% of Parcion Private Wealth's portfolio in Q2 2026, its #106 holding.
Parcion Private Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
Parcion Private Wealth's Vanguard S&P 500 ETF position peaked at $5.65M in Q4 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.