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

Pines 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	$405K	Sell	590 -10	-2%	-$6.67K	0.12%	157
2026 Q1	$359K	Sell	600 -115	-16%	-$71.9K	0.12%	154
2025 Q4	$448K	Sell	715 -7	-1%	-$4.35K	0.14%	142
2025 Q3	$442K	Sell	722 -14	-2%	-$8.25K	0.15%	137
2025 Q2	$424K	Buy	736 +34	+5%	+$17.9K	0.15%	144
2025 Q1	$321K	Buy	702 +2	+0.3%	+$1.08K	0.15%	150
2024 Q4	$374K	Buy	+700	New	+$379K	0.16%	140

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

Pines Wealth Management's VOO Position: Q2 2026 in Review

Pines Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, selling an estimated $6.67K and leaving 590 shares worth $405K. The position accounts for 0.12% of the portfolio, ranked #157.

Pines Wealth Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $448K in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Pines Wealth Management held 590 shares of Vanguard S&P 500 ETF worth $405K as of Q2 2026.
Pines Wealth Management sold 10 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.67K.
Vanguard S&P 500 ETF made up 0.12% of Pines Wealth Management's portfolio in Q2 2026, its #157 holding.
Pines Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Pines Wealth Management's Vanguard S&P 500 ETF position peaked at $448K in Q4 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.