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 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

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

Pines Wealth Management's VOO Position: Q1 2026 in Review

Pines Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 16% in Q1 2026, selling an estimated $71.9K and leaving 600 shares worth $359K. The position accounts for 0.12% of the portfolio, ranked #154.

Pines Wealth Management first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $448K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Pines Wealth Management held 600 shares of Vanguard S&P 500 ETF worth $359K as of Q1 2026.
Pines Wealth Management sold 115 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $71.9K.
Vanguard S&P 500 ETF made up 0.12% of Pines Wealth Management's portfolio in Q1 2026, its #154 holding.
Pines Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Pines Wealth Management's Vanguard S&P 500 ETF position peaked at $448K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.