PCG Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

PCG Wealth 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 Q2	$521K	Sell	758 -453	-37%	-$302K	0.12%	115
2026 Q1	$724K	Buy	1,211 +7	+0.6%	+$4.38K	0.18%	100
2025 Q4	$755K	Buy	1,204 +10	+0.8%	+$6.21K	0.21%	91
2025 Q3	$731K	Sell	1,194 -7	-0.6%	-$4.13K	0.21%	91
2025 Q2	$682K	Buy	1,201 +58	+5%	+$30.5K	0.35%	54
2025 Q1	$587K	Buy	1,143 +238	+26%	+$129K	0.2%	83
2024 Q4	$487K	Buy	905 +40	+5%	+$21.7K	0.18%	85
2024 Q3	$456K	Buy	865 +3	+0.3%	+$1.52K	0.18%	82
2024 Q2	$431K	Hold	862	–	–	0.19%	76
2024 Q1	$414K	Hold	862	–	–	0.2%	75
2023 Q4	$377K	Hold	862	–	–	0.21%	71
2023 Q3	$339K	Hold	862	–	–	0.22%	71
2023 Q2	$351K	Hold	862	–	–	0.22%	77
2023 Q1	$324K	Hold	862	–	–	0.2%	78
2022 Q4	$303K	Sell	862 -862	-50%	-$305K	0.19%	78
2022 Q3	$566K	Buy	1,724 +966	+127%	+$353K	0.2%	69
2022 Q2	$263K	Hold	758	–	–	0.19%	71
2022 Q1	$315K	Sell	758 -156	-17%	-$63.9K	0.2%	65
2021 Q4	$399K	Buy	+914	New	+$386K	0.28%	53

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

PCG Wealth Advisors's VOO Position: Q2 2026 in Review

PCG Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 37% in Q2 2026, selling an estimated $302K and leaving 758 shares worth $521K. The position accounts for 0.12% of the portfolio, ranked #115.

PCG Wealth Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $755K in Q4 2025. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

PCG Wealth Advisors held 758 shares of Vanguard S&P 500 ETF worth $521K as of Q2 2026.
PCG Wealth Advisors sold 453 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $302K.
Vanguard S&P 500 ETF made up 0.12% of PCG Wealth Advisors's portfolio in Q2 2026, its #115 holding.
PCG Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
PCG Wealth Advisors's Vanguard S&P 500 ETF position peaked at $755K in Q4 2025.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.