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

Precision Wealth Strategies’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	$32.8M	Sell	47,801 -1,090	-2%	-$727K	9.89%	1
2026 Q1	$29.2M	Sell	48,891 -6,450	-12%	-$4.03M	9.69%	1
2025 Q4	$34.7M	Sell	55,341 -7,212	-12%	-$4.48M	11.24%	1
2025 Q3	$38.3M	Sell	62,553 -5,124	-8%	-$3.02M	12.43%	1
2025 Q2	$38.4M	Buy	+67,677	New	+$35.6M	12.48%	1

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

Precision Wealth Strategies's VOO Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q2 2026, selling an estimated $727K and leaving 47,801 shares worth $32.8M. The position accounts for 9.89% of the portfolio, ranked #1.

Precision Wealth Strategies first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. The position peaked at $38.4M in Q2 2025. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Precision Wealth Strategies held 47,801 shares of Vanguard S&P 500 ETF worth $32.8M as of Q2 2026.
Precision Wealth Strategies sold 1,090 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $727K.
Vanguard S&P 500 ETF made up 9.89% of Precision Wealth Strategies's portfolio in Q2 2026, its #1 holding.
Precision Wealth Strategies first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Precision Wealth Strategies's Vanguard S&P 500 ETF position peaked at $38.4M in Q2 2025.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.