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

Pension & Wealth Management 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	$133K	Buy	194 +2	+1%	+$1.33K	0.04%	217
2026 Q1	$115K	Buy	192 +4	+2%	+$2.5K	0.03%	220
2025 Q4	$118K	Buy	188 +91	+94%	+$56.6K	0.04%	221
2025 Q3	$59.5K	Buy	97 +3	+3%	+$1.77K	0.02%	258
2025 Q2	$53.9K	Buy	94 +91	+3,033%	+$47.8K	0.02%	262
2025 Q1	$1.57K	Hold	3	–	–	﹤0.01%	418
2024 Q4	$1.64K	Hold	3	–	–	﹤0.01%	428
2024 Q3	$1.59K	Hold	3	–	–	﹤0.01%	333
2024 Q2	$1.5K	Hold	3	–	–	﹤0.01%	324
2024 Q1	$1.45K	Buy	+3	New	+$1.37K	﹤0.01%	320

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

Pension & Wealth Management Advisors's VOO Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1% in Q2 2026, buying an estimated $1.33K and bringing the position to 194 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #217.

Pension & Wealth Management Advisors first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 3,857 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Pension & Wealth Management Advisors held 194 shares of Vanguard S&P 500 ETF worth $133K as of Q2 2026.
Pension & Wealth Management Advisors bought 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
Vanguard S&P 500 ETF made up 0.04% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #217 holding.
Pension & Wealth Management Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
3,857 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.