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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
Q2 		– Sell
-783
Closed -$468K – 95
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Potentia Wealth's VOO Position: Q2 2026 in Review

Potentia Wealth sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 783 shares — an estimated $468K sold.

Potentia Wealth first reported a position in VOO in Q4 2024 and held it in 6 quarters. The position peaked at $573K in Q2 2025. 4,014 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Potentia Wealth reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Potentia Wealth sold 783 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $468K.
  • Potentia Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2024 and held it in 6 quarters.
  • Potentia Wealth's Vanguard S&P 500 ETF position peaked at $573K in Q2 2025.
  • 4,014 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.