PWM
VOO icon

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

Prentice Wealth Management’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 		$425K Hold
619
– – 0.09% 90
2026
Q1 		$370K Buy
619
+10
+2% +$6.25K 0.08% 93
2025
Q4 		$382K Hold
609
– – 0.09% 90
2025
Q3 		$373K Buy
609
+20
+3% +$11.8K 0.09% 86
2025
Q2 		$335K Buy
589
+95
+19% +$49.9K 0.09% 95
2025
Q1 		$254K Hold
494
– – 0.07% 103
2024
Q4 		$266K Buy
494
+105
+27% +$56.9K 0.08% 100
2024
Q3 		$205K Buy
+389
New +$198K 0.06% 107
2024
Q1 		– Sell
-723
Closed -$316K – 108
2023
Q4 		$316K Buy
+723
New +$296K 0.12% 90
2021
Q4 		– Sell
-354
Closed -$140K – 303
2021
Q3 		$140K Sell
354
-79
-18% -$32.1K 0.07% 120
2021
Q2 		$170K Buy
433
+1
+0.2% +$384 0.09% 109
2021
Q1 		$157K Buy
+432
New +$153K 0.09% 104

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Prentice Wealth Management's VOO Position: Q2 2026 in Review

Prentice Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 619 shares worth $425K. The position accounts for 0.09% of the portfolio, ranked #90.

Prentice Wealth Management first reported a position in VOO in Q1 2021 and has held it in 12 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Prentice Wealth Management held 619 shares of Vanguard S&P 500 ETF worth $425K as of Q2 2026.
  • Prentice Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.09% of Prentice Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Prentice Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 12 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.