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 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

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

Presilium Private Wealth's VOO Position: Q1 2026 in Review

Presilium Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 29% in Q1 2026, selling an estimated $350K and leaving 1,399 shares worth $836K. The position accounts for 0.15% of the portfolio, ranked #38.

Presilium Private Wealth first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Presilium Private Wealth held 1,399 shares of Vanguard S&P 500 ETF worth $836K as of Q1 2026.
Presilium Private Wealth sold 560 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $350K.
Vanguard S&P 500 ETF made up 0.15% of Presilium Private Wealth's portfolio in Q1 2026, its #38 holding.
Presilium Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Presilium Private Wealth's Vanguard S&P 500 ETF position peaked at $1.23M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Presilium Private Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.