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 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%	-$9.98K	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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Premier Path Wealth Partners's VOO Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 76% in Q1 2026, selling an estimated $1.35M and leaving 667 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #305.

Premier Path Wealth Partners first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.85M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Premier Path Wealth Partners held 667 shares of Vanguard S&P 500 ETF worth $398K as of Q1 2026.
Premier Path Wealth Partners sold 2,162 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.35M.
Vanguard S&P 500 ETF made up 0.05% of Premier Path Wealth Partners's portfolio in Q1 2026, its #305 holding.
Premier Path Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Premier Path Wealth Partners's Vanguard S&P 500 ETF position peaked at $1.85M in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.