Perfromance Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Perfromance Wealth Partners’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	$3.38M	Buy	5,654 +123	+2%	+$76.9K	0.1%	42
2025 Q4	$3.47M	Buy	5,531 +419	+8%	+$260K	0.09%	35
2025 Q3	$3.13M	Buy	5,112 +170	+3%	+$100K	0.09%	35
2025 Q2	$2.81M	Sell	4,942 -379	-7%	-$199K	0.09%	41
2025 Q1	$2.73M	Buy	5,321 +289	+6%	+$156K	0.1%	35
2024 Q4	$2.71M	Sell	5,032 -275	-5%	-$149K	0.09%	39
2024 Q3	$2.8M	Buy	5,307 +611	+13%	+$311K	0.1%	35
2024 Q2	$2.35M	Sell	4,696 -190	-4%	-$91.4K	0.09%	35
2024 Q1	$2.35M	Hold	4,886	–	–	0.1%	47
2023 Q4	$2.13M	Sell	4,886 -218	-4%	-$89.2K	0.09%	55
2023 Q3	$2M	Sell	5,104 -431	-8%	-$176K	0.1%	60
2023 Q2	$2.25M	Buy	5,535 +30	+0.5%	+$11.6K	0.1%	59
2023 Q1	$2.07M	Hold	5,505	–	–	0.11%	60
2022 Q4	$1.93M	Buy	5,505 +73	+1%	+$25.8K	0.12%	53
2022 Q3	$1.78M	Buy	5,432 +90	+2%	+$32.9K	0.1%	49
2022 Q2	$1.85M	Buy	5,342 +3,038	+132%	+$1.14M	0.1%	51
2022 Q1	$957K	Sell	2,304 -10	-0.4%	-$4.09K	0.04%	79
2021 Q4	$1.01M	Buy	+2,314	New	+$977K	0.04%	83

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Perfromance Wealth Partners's VOO Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q1 2026, buying an estimated $76.9K and bringing the position to 5,654 shares worth $3.38M. The position accounts for 0.1% of the portfolio, ranked #42.

Perfromance Wealth Partners first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.47M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Perfromance Wealth Partners held 5,654 shares of Vanguard S&P 500 ETF worth $3.38M as of Q1 2026.
Perfromance Wealth Partners bought 123 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $76.9K.
Vanguard S&P 500 ETF made up 0.1% of Perfromance Wealth Partners's portfolio in Q1 2026, its #42 holding.
Perfromance Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's Vanguard S&P 500 ETF position peaked at $3.47M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.