PVI
VOO icon

Pine Valley Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Pine Valley Investments’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
2025
Q3 		– Hold
0
– -$114K – 601
2025
Q2 		– Hold
0
– – – 525

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pine Valley Investments's VOO Position: Q2 2026 in Review

Pine Valley Investments increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2026, buying an estimated $145K and bringing the position to 19,196 shares worth $13.2M. The position accounts for 0.52% of the portfolio, ranked #50.

Pine Valley Investments first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. 2,458 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Pine Valley Investments held 19,196 shares of Vanguard S&P 500 ETF worth $13.2M as of Q2 2026.
  • Pine Valley Investments bought 217 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $145K.
  • Vanguard S&P 500 ETF made up 0.52% of Pine Valley Investments's portfolio in Q2 2026, its #50 holding.
  • Pine Valley Investments first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,458 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.