PAG
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Poinciana Advisors Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Poinciana Advisors Group’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 		$262K Hold
382
– – 0.19% 84
2026
Q1 		$228K Hold
382
– – 0.18% 110
2025
Q4 		$239K Sell
382
-28
-7% -$17.4K 0.19% 108
2025
Q3 		$251K Sell
410
-173
-30% -$102K 0.21% 90
2025
Q2 		$331K Sell
583
-366
-39% -$192K 0.3% 65
2025
Q1 		$488K Buy
949
+349
+58% +$189K 0.51% 29
2024
Q4 		$323K Buy
+600
New +$325K 0.33% 51

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Poinciana Advisors Group's VOO Position: Q2 2026 in Review

Poinciana Advisors Group held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 382 shares worth $262K. The position accounts for 0.19% of the portfolio, ranked #84.

Poinciana Advisors Group first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $488K in Q1 2025. 2,788 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Poinciana Advisors Group held 382 shares of Vanguard S&P 500 ETF worth $262K as of Q2 2026.
  • Poinciana Advisors Group left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.19% of Poinciana Advisors Group's portfolio in Q2 2026, its #84 holding.
  • Poinciana Advisors Group first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Poinciana Advisors Group's Vanguard S&P 500 ETF position peaked at $488K in Q1 2025.
  • 2,788 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.