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

Perennial 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 Q3	$1.03M	Sell	1,476 -118	-7%	-$82.4K	0.15%	83
2026 Q2	$1.09M	Buy	1,594 +347	+28%	+$231K	0.17%	80
2026 Q1	$745K	Buy	1,247 +5	+0.4%	+$3.13K	0.13%	79
2025 Q4	$779K	Sell	1,242 -627	-34%	-$390K	0.13%	73
2025 Q3	$1.14M	Sell	1,869 -8	-0.4%	-$4.72K	0.2%	65
2025 Q2	$1.07M	Sell	1,877 -3	-0.2%	-$1.58K	0.2%	66
2025 Q1	$966K	Buy	+1,880	New	+$1.02M	0.19%	66
2024 Q2	$567K	Buy	1,134 +30	+3%	+$14.4K	0.13%	77
2024 Q1	$531K	Buy	1,104 +71	+7%	+$32.5K	0.12%	79
2023 Q4	$451K	Buy	1,033 +112	+12%	+$45.9K	0.11%	82
2023 Q3	$362K	Buy	921 +30	+3%	+$12.3K	0.1%	85
2023 Q2	$363K	Sell	891 -40	-4%	-$15.4K	0.09%	85
2023 Q1	$350K	Sell	931 -56	-6%	-$20.5K	0.1%	76
2022 Q4	$347K	Buy	987 +58	+6%	+$20.5K	0.11%	70
2022 Q3	$305K	Sell	929 -39	-4%	-$14.2K	0.1%	69
2022 Q2	$336K	Sell	968 -13	-1%	-$4.9K	0.1%	69
2022 Q1	$407K	Buy	981 +24	+3%	+$9.82K	0.11%	69
2021 Q4	$418K	Sell	957 -2,439	-72%	-$1.03M	0.11%	68
2021 Q3	$1.34M	Sell	3,396 -39	-1%	-$15.8K	0.39%	54
2021 Q2	$1.35M	Buy	3,435 +119	+4%	+$45.7K	0.39%	54
2021 Q1	$1.21M	Buy	3,316 +2,576	+348%	+$913K	0.38%	54
2020 Q4	$254K	Sell	740 -32	-4%	-$10.4K	0.09%	71
2020 Q3	$238K	Hold	772	–	–	0.1%	68
2020 Q2	$219K	Sell	772 -4,645	-86%	-$1.25M	0.09%	73
2020 Q1	$1.28M	Buy	+5,417	New	+$1.52M	0.71%	46
2019 Q1	–	Sell	-72	Closed	-$17K	–	178
2018 Q4	$17K	Hold	72	–	–	0.01%	140
2018 Q3	$19K	Hold	72	–	–	0.01%	145
2018 Q2	$18K	Hold	72	–	–	0.01%	146
2018 Q1	$17K	Hold	72	–	–	0.01%	146
2017 Q4	$18K	Buy	+72	New	+$17.2K	0.01%	152
2017 Q3	–	Sell	-38	Closed	-$8K	–	203
2017 Q2	$8K	Buy	+38	New	+$8.36K	0.01%	179

Other funds holding VOO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Perennial Advisors's VOO Position: Q3 2026 in Review

Perennial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 7.4% in Q3 2026, selling an estimated $82.4K and leaving 1,476 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #83.

Perennial Advisors first reported a position in VOO in Q2 2017 and has held it in 31 quarters since. The position peaked at $1.35M in Q2 2021. 535 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Perennial Advisors held 1,476 shares of Vanguard S&P 500 ETF worth $1.03M as of Q3 2026.
Perennial Advisors sold 118 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $82.4K.
Vanguard S&P 500 ETF made up 0.15% of Perennial Advisors's portfolio in Q3 2026, its #83 holding.
Perennial Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2017 and has held it in 31 quarters since.
Perennial Advisors's Vanguard S&P 500 ETF position peaked at $1.35M in Q2 2021.
535 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.