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 Q3	$401K	Sell	572 -18	-3%	-$12.6K	0.11%	152
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Pines Wealth Management's VOO Position: Q3 2026 in Review

Pines Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q3 2026, selling an estimated $12.6K and leaving 572 shares worth $401K. The position accounts for 0.11% of the portfolio, ranked #152.

Pines Wealth Management first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. The position peaked at $448K in Q4 2025. 2,804 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Pines Wealth Management held 572 shares of Vanguard S&P 500 ETF worth $401K as of Q3 2026.
Pines Wealth Management sold 18 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $12.6K.
Vanguard S&P 500 ETF made up 0.11% of Pines Wealth Management's portfolio in Q3 2026, its #152 holding.
Pines Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's Vanguard S&P 500 ETF position peaked at $448K in Q4 2025.
2,804 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.