Premier Path Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Premier Path Wealth Partners’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 Q3	$473K	Buy	675 +8	+1%	+$5.59K	0.06%	269
2026 Q2	$458K	Hold	667	–	–	0.05%	283
2026 Q1	$398K	Sell	667 -2,162	-76%	-$1.35M	0.05%	305
2025 Q4	$1.77M	Sell	2,829 -188	-6%	-$117K	0.23%	94
2025 Q3	$1.85M	Buy	3,017 +27	+0.9%	+$15.9K	0.24%	89
2025 Q2	$1.7M	Sell	2,990 -19	-0.6%	-$10K	0.24%	99
2025 Q1	$1.55M	Buy	3,009 +196	+7%	+$106K	0.24%	99
2024 Q4	$1.52M	Hold	2,813	–	–	0.23%	97
2024 Q3	$1.48M	Buy	2,813 +5	+0.2%	+$2.54K	0.23%	102
2024 Q2	$1.4M	Buy	+2,808	New	+$1.35M	0.24%	100

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Premier Path Wealth Partners's VOO Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q3 2026, buying an estimated $5.59K and bringing the position to 675 shares worth $473K. The position accounts for 0.06% of the portfolio, ranked #269.

Premier Path Wealth Partners first reported a position in VOO in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.85M in Q3 2025. 1,942 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Premier Path Wealth Partners held 675 shares of Vanguard S&P 500 ETF worth $473K as of Q3 2026.
Premier Path Wealth Partners bought 8 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $5.59K.
Vanguard S&P 500 ETF made up 0.06% of Premier Path Wealth Partners's portfolio in Q3 2026, its #269 holding.
Premier Path Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
Premier Path Wealth Partners's Vanguard S&P 500 ETF position peaked at $1.85M in Q3 2025.
1,942 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.