Perissos Private Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Perissos Private Wealth Management’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	$379K	Sell	635 -1,993	-76%	-$1.25M	0.33%	51
2025 Q4	$1.65M	Buy	2,628 +1,438	+121%	+$894K	1.42%	25
2025 Q3	$729K	Sell	1,190 -94	-7%	-$55.4K	0.53%	44
2025 Q2	$729K	Sell	1,284 -15,846	-93%	-$8.33M	0.58%	42
2025 Q1	$8.8M	Sell	17,130 -7,889	-32%	-$4.26M	8.02%	2
2024 Q4	$13.5M	Sell	25,019 -718	-3%	-$389K	10.08%	1
2024 Q3	$13.6M	Sell	25,737 -2,228	-8%	-$1.13M	10.9%	1
2024 Q2	$14M	Buy	27,965 +3,169	+13%	+$1.52M	12.54%	1
2024 Q1	$11.9M	Buy	+24,796	New	+$11.3M	10.81%	1

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

Perissos Private Wealth Management's VOO Position: Q1 2026 in Review

Perissos Private Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 76% in Q1 2026, selling an estimated $1.25M and leaving 635 shares worth $379K. The position accounts for 0.33% of the portfolio, ranked #51.

Perissos Private Wealth Management first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. The position peaked at $14M in Q2 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Perissos Private Wealth Management held 635 shares of Vanguard S&P 500 ETF worth $379K as of Q1 2026.
Perissos Private Wealth Management sold 1,993 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.25M.
Vanguard S&P 500 ETF made up 0.33% of Perissos Private Wealth Management's portfolio in Q1 2026, its #51 holding.
Perissos Private Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Perissos Private Wealth Management's Vanguard S&P 500 ETF position peaked at $14M in Q2 2024.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.