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VOO icon

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

Potentia Wealth’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 		$468K Sell
783
-118
-13% -$73.8K 0.18% 61
2025
Q4 		$565K Sell
901
-5
-0.6% -$3.11K 0.21% 49
2025
Q3 		$555K Sell
906
-102
-10% -$60.1K 0.21% 53
2025
Q2 		$573K Buy
1,008
+126
+14% +$66.2K 0.33% 38
2025
Q1 		$453K Hold
882
– – 0.21% 59
2024
Q4 		$475K Buy
+882
New +$478K 0.21% 60

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Potentia Wealth's VOO Position: Q1 2026 in Review

Potentia Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q1 2026, selling an estimated $73.8K and leaving 783 shares worth $468K. The position accounts for 0.18% of the portfolio, ranked #61.

Potentia Wealth first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $573K in Q2 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Potentia Wealth held 783 shares of Vanguard S&P 500 ETF worth $468K as of Q1 2026.
  • Potentia Wealth sold 118 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $73.8K.
  • Vanguard S&P 500 ETF made up 0.18% of Potentia Wealth's portfolio in Q1 2026, its #61 holding.
  • Potentia Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Potentia Wealth's Vanguard S&P 500 ETF position peaked at $573K in Q2 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.