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 Q2	$436K	Hold	635	–	–	0.29%	52
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Perissos Private Wealth Management's VOO Position: Q2 2026 in Review

Perissos Private Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 635 shares worth $436K. The position accounts for 0.29% of the portfolio, ranked #52.

Perissos Private Wealth Management first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. The position peaked at $14M in Q2 2024. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Perissos Private Wealth Management held 635 shares of Vanguard S&P 500 ETF worth $436K as of Q2 2026.
Perissos Private Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.29% of Perissos Private Wealth Management's portfolio in Q2 2026, its #52 holding.
Perissos Private Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Perissos Private Wealth Management's Vanguard S&P 500 ETF position peaked at $14M in Q2 2024.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.