PKS Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

PKS Advisory Services’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	$1.52M	Sell	2,215 -1,641	-43%	-$1.09M	0.24%	86
2026 Q1	$1.14M	Buy	3,856 +2,143	+125%	+$1.34M	0.27%	80
2025 Q4	$1.07M	Sell	1,713 -855	-33%	-$531K	0.25%	83
2025 Q3	$1.57M	Buy	2,568 +267	+12%	+$157K	0.33%	57
2025 Q2	$1.29M	Buy	2,301 +706	+44%	+$371K	0.32%	62
2025 Q1	$820K	Buy	1,595 +96	+6%	+$51.9K	0.22%	94
2024 Q4	$808K	Buy	+1,499	New	+$812K	0.2%	91

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

PKS Advisory Services's VOO Position: Q2 2026 in Review

PKS Advisory Services reduced its Vanguard S&P 500 ETF (VOO) stake by 43% in Q2 2026, selling an estimated $1.09M and leaving 2,215 shares worth $1.52M. The position accounts for 0.24% of the portfolio, ranked #86.

PKS Advisory Services first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q3 2025. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

PKS Advisory Services held 2,215 shares of Vanguard S&P 500 ETF worth $1.52M as of Q2 2026.
PKS Advisory Services sold 1,641 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.09M.
Vanguard S&P 500 ETF made up 0.24% of PKS Advisory Services's portfolio in Q2 2026, its #86 holding.
PKS Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's Vanguard S&P 500 ETF position peaked at $1.57M in Q3 2025.
4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.