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

PMG 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	$591K	Sell	860 -32	-4%	-$21.3K	0.37%	40
2026 Q1	$533K	Buy	892 +166	+23%	+$104K	0.38%	41
2025 Q4	$455K	Buy	726 +205	+39%	+$127K	0.33%	40
2025 Q3	$318K	Buy	521 +62	+14%	+$36.5K	0.24%	45
2025 Q2	$261K	Buy	459 +20	+5%	+$10.5K	0.22%	47
2025 Q1	$226K	Buy	439 +7	+2%	+$3.78K	0.24%	39
2024 Q4	$233K	Buy	+432	New	+$234K	0.21%	40

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 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

PMG Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3.6% in Q2 2026, selling an estimated $21.3K and leaving 860 shares worth $591K. The position accounts for 0.37% of the portfolio, ranked #40.

PMG Wealth Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

PMG Wealth Management held 860 shares of Vanguard S&P 500 ETF worth $591K as of Q2 2026.
PMG Wealth Management sold 32 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $21.3K.
Vanguard S&P 500 ETF made up 0.37% of PMG Wealth Management's portfolio in Q2 2026, its #40 holding.
PMG Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.