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

PFG 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 		$647K Buy
1,083
+82
+8% +$51.3K 0.27% 26
2025
Q4 		$628K Sell
1,001
-4,278
-81% -$2.66M 0.27% 26
2025
Q3 		$3.23M Buy
5,279
+4,474
+556% +$2.64M 1.44% 24
2025
Q2 		$457K Buy
805
+37
+5% +$19.4K 0.24% 33
2025
Q1 		$395K Buy
768
+767
+76,700% +$415K 0.21% 33
2024
Q4 		$539 Hold
1
– – ﹤0.01% 213
2024
Q3 		$528 Sell
1
-19
-95% -$9.66K ﹤0.01% 212
2024
Q2 		$10K Buy
20
+19
+1,900% +$9.14K 0.01% 138
2024
Q1 		$481 Sell
1
-2
-67% -$915 ﹤0.01% 205
2023
Q4 		$1.31K Hold
3
– – ﹤0.01% 203
2023
Q3 		$1.18K Sell
3
-57
-95% -$23.3K ﹤0.01% 251
2023
Q2 		$24.4K Sell
60
-3
-5% -$1.16K 0.01% 171
2023
Q1 		$23.7K Buy
63
+8
+15% +$2.93K 0.02% 168
2022
Q4 		$19K Hold
55
– – 0.01% 166
2022
Q3 		$18K Sell
55
-12
-18% -$4.38K 0.01% 163
2022
Q2 		$23K Buy
67
+1
+2% +$377 0.01% 173
2022
Q1 		$27K Buy
66
+48
+267% +$19.6K 0.01% 172
2021
Q4 		$8K Sell
18
-39
-68% -$16.5K ﹤0.01% 211
2021
Q3 		$22K Buy
+57
New +$23.1K 0.01% 168

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

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

PFG Private Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 8.2% in Q1 2026, buying an estimated $51.3K and bringing the position to 1,083 shares worth $647K. The position accounts for 0.27% of the portfolio, ranked #26.

PFG Private Wealth Management first reported a position in VOO in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.23M in Q3 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • PFG Private Wealth Management held 1,083 shares of Vanguard S&P 500 ETF worth $647K as of Q1 2026.
  • PFG Private Wealth Management bought 82 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $51.3K.
  • Vanguard S&P 500 ETF made up 0.27% of PFG Private Wealth Management's portfolio in Q1 2026, its #26 holding.
  • PFG Private Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
  • PFG Private Wealth Management's Vanguard S&P 500 ETF position peaked at $3.23M in Q3 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on PFG Private Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.