Presilium Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Presilium Private 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	$1.07M	Buy	1,557 +158	+11%	+$105K	0.16%	35
2026 Q1	$836K	Sell	1,399 -560	-29%	-$350K	0.15%	38
2025 Q4	$1.23M	Buy	1,959 +182	+10%	+$113K	0.22%	26
2025 Q3	$1.09M	Sell	1,777 -120	-6%	-$70.7K	0.21%	29
2025 Q2	$1.08M	Buy	1,897 +74	+4%	+$38.9K	0.22%	28
2025 Q1	$937K	Hold	1,823	–	–	0.21%	34
2024 Q4	$982K	Hold	1,823	–	–	0.23%	34
2024 Q3	$962K	Buy	1,823 +18	+1%	+$9.15K	0.22%	36
2024 Q2	$903K	Buy	1,805 +421	+30%	+$203K	0.23%	36
2024 Q1	$665K	Buy	1,384 +2	+0.1%	+$915	0.18%	46
2023 Q4	$604K	Buy	1,382 +77	+6%	+$31.5K	0.17%	47
2023 Q3	$512K	Buy	1,305 +10	+0.8%	+$4.09K	0.16%	37
2023 Q2	$527K	Buy	1,295 +107	+9%	+$41.3K	0.18%	34
2023 Q1	$447K	Buy	1,188 +280	+31%	+$103K	0.17%	34
2022 Q4	$319K	Buy	+908	New	+$321K	0.13%	37

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 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Presilium Private Wealth's VOO Position: Q2 2026 in Review

Presilium Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, buying an estimated $105K and bringing the position to 1,557 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #35.

Presilium Private Wealth first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.23M in Q4 2025. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Presilium Private Wealth held 1,557 shares of Vanguard S&P 500 ETF worth $1.07M as of Q2 2026.
Presilium Private Wealth bought 158 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $105K.
Vanguard S&P 500 ETF made up 0.16% of Presilium Private Wealth's portfolio in Q2 2026, its #35 holding.
Presilium Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Presilium Private Wealth's Vanguard S&P 500 ETF position peaked at $1.23M in Q4 2025.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.