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

Perennial Investment 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
Q1 		$3.48M Buy
5,820
+328
+6% +$205K 0.28% 74
2025
Q4 		$3.45M Buy
5,492
+109
+2% +$67.7K 0.27% 75
2025
Q3 		$3.3M Buy
5,383
+85
+2% +$50.1K 0.27% 73
2025
Q2 		$3.01M Buy
5,298
+82
+2% +$43.1K 0.29% 73
2025
Q1 		$2.68M Buy
5,216
+500
+11% +$270K 0.3% 67
2024
Q4 		$2.54M Buy
4,716
+483
+11% +$262K 0.3% 69
2024
Q3 		$2.23M Sell
4,233
-64
-1% -$32.5K 0.29% 67
2024
Q2 		$2.15M Buy
4,297
+20
+0.5% +$9.62K 0.31% 65
2024
Q1 		$2.06M Buy
4,277
+129
+3% +$59K 0.31% 63
2023
Q4 		$1.81M Sell
4,148
-600
-13% -$246K 0.3% 65
2023
Q3 		$1.86M Buy
4,748
+39
+0.8% +$15.9K 0.34% 68
2023
Q2 		$1.92M Sell
4,709
-37
-0.8% -$14.3K 0.34% 67
2023
Q1 		$1.78M Sell
4,746
-2,279
-32% -$836K 0.33% 69
2022
Q4 		$2.47M Sell
7,025
-441
-6% -$156K 1% 25
2022
Q3 		$2.45M Buy
7,466
+193
+3% +$70.5K 1.11% 19
2022
Q2 		$2.53M Sell
7,273
-263
-3% -$99.1K 0.99% 23
2022
Q1 		$3.13M Buy
7,536
+236
+3% +$96.6K 0.99% 21
2021
Q4 		$3.19M Buy
7,300
+56
+0.8% +$23.6K 1% 16
2021
Q3 		$2.86M Buy
7,244
+1,308
+22% +$531K 1.01% 20
2021
Q2 		$2.34M Buy
5,936
+1,999
+51% +$767K 0.85% 21
2021
Q1 		$1.43M Buy
3,937
+58
+1% +$20.6K 0.57% 38
2020
Q4 		$1.33M Buy
3,879
+1,726
+80% +$563K 0.57% 36
2020
Q3 		$663K Sell
2,153
-646
-23% -$197K 0.33% 64
2020
Q2 		$793K Buy
2,799
+236
+9% +$63.5K 0.54% 38
2020
Q1 		$607K Sell
2,563
-2,303
-47% -$645K 0.54% 42
2019
Q4 		$1.44M Buy
+4,866
New +$1.38M 1.14% 19

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Perennial Investment Advisors's VOO Position: Q1 2026 in Review

Perennial Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 6% in Q1 2026, buying an estimated $205K and bringing the position to 5,820 shares worth $3.48M. The position accounts for 0.28% of the portfolio, ranked #74.

Perennial Investment Advisors first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. 3,834 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Perennial Investment Advisors held 5,820 shares of Vanguard S&P 500 ETF worth $3.48M as of Q1 2026.
  • Perennial Investment Advisors bought 328 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $205K.
  • Vanguard S&P 500 ETF made up 0.28% of Perennial Investment Advisors's portfolio in Q1 2026, its #74 holding.
  • Perennial Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 3,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.