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

PFS 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	$85.8K	Sell	144 -49	-25%	-$30.6K	0.04%	134
2025 Q4	$121K	Buy	193 +1	+0.5%	+$621	0.06%	108
2025 Q3	$118K	Sell	192 -10	-5%	-$5.89K	0.06%	104
2025 Q2	$115K	Hold	202	–	–	0.06%	102
2025 Q1	$104K	Sell	202 -7	-3%	-$3.78K	0.06%	99
2024 Q4	$112K	Sell	209 -3	-1%	-$1.63K	0.06%	98
2024 Q3	$112K	Sell	212 -2	-0.9%	-$1.02K	0.06%	92
2024 Q2	$107K	Hold	214	–	–	0.07%	85
2024 Q1	$103K	Sell	214 -4	-2%	-$1.83K	0.07%	87
2023 Q4	$95.2K	Buy	218 +2	+0.9%	+$819	0.07%	90
2023 Q3	$84.9K	Buy	216 +1	+0.5%	+$409	0.07%	76
2023 Q2	$87.7K	Buy	215 +110	+105%	+$42.4K	0.07%	78
2023 Q1	$39.6K	Sell	105 -23	-18%	-$8.44K	0.04%	106
2022 Q4	$45K	Buy	128 +1	+0.8%	+$353	0.05%	96
2022 Q3	$41.7K	Buy	127 +1	+0.8%	+$365	0.05%	94
2022 Q2	$43.9K	Hold	126	–	–	0.04%	92
2022 Q1	$52.5K	Hold	126	–	–	0.05%	90
2021 Q4	$55K	Buy	+126	New	+$53.2K	0.04%	95

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

PFS Partners's VOO Position: Q1 2026 in Review

PFS Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 25% in Q1 2026, selling an estimated $30.6K and leaving 144 shares worth $85.8K. The position accounts for 0.04% of the portfolio, ranked #134.

PFS Partners first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $121K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

PFS Partners held 144 shares of Vanguard S&P 500 ETF worth $85.8K as of Q1 2026.
PFS Partners sold 49 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $30.6K.
Vanguard S&P 500 ETF made up 0.04% of PFS Partners's portfolio in Q1 2026, its #134 holding.
PFS Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
PFS Partners's Vanguard S&P 500 ETF position peaked at $121K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.