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

Prestige Wealth Management Group’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 		$457K Sell
765
-18
-2% -$11.3K 0.09% 105
2025
Q4 		$491K Sell
783
-25
-3% -$15.5K 0.09% 105
2025
Q3 		$496K Buy
808
+1
+0.1% +$589 0.1% 107
2025
Q2 		$460K Buy
807
+5
+0.6% +$2.63K 0.09% 108
2025
Q1 		$412K Buy
802
+2
+0.3% +$1.08K 0.09% 110
2024
Q4 		$431K Buy
800
+326
+69% +$177K 0.09% 111
2024
Q3 		$251K Buy
474
+6
+1% +$3.05K 0.05% 144
2024
Q2 		$235K Sell
468
-37
-7% -$17.8K 0.05% 132
2024
Q1 		$243K Buy
505
+5
+1% +$2.29K 0.05% 141
2023
Q4 		$219K Hold
500
– – 0.05% 135
2023
Q3 		$197K Sell
500
-13
-3% -$5.32K 0.05% 136
2023
Q2 		$210K Sell
513
-563
-52% -$217K 0.05% 145
2023
Q1 		$405K Sell
1,076
-1,327
-55% -$487K 0.1% 95
2022
Q4 		$844K Buy
2,403
+2,263
+1,616% +$799K 0.22% 58
2022
Q3 		$46K Sell
140
-38
-21% -$13.9K 0.01% 235
2022
Q2 		$62K Buy
178
+28
+19% +$10.5K 0.02% 217
2022
Q1 		$62K Buy
150
+5
+3% +$2.05K 0.02% 229
2021
Q4 		$63K Buy
145
+1
+0.7% +$422 0.02% 243
2021
Q3 		$57K Buy
144
+134
+1,340% +$54.4K 0.01% 244
2021
Q2 		$4K Hold
10
– – ﹤0.01% 702
2021
Q1 		$4K Sell
10
-196
-95% -$69.5K ﹤0.01% 692
2020
Q4 		$71K Buy
+206
New +$67.2K 0.02% 208
2020
Q1 		– Sell
-200
Closed -$59K – 1023
2019
Q4 		$59K Sell
200
-234
-54% -$66.2K 0.03% 191
2019
Q3 		$118K Buy
434
+2
+0.5% +$543 0.07% 140
2019
Q2 		$116K Hold
432
– – 0.07% 141
2019
Q1 		$112K Sell
432
-36
-8% -$8.99K 0.07% 140
2018
Q4 		$108K Buy
+468
New +$116K 0.08% 143

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Prestige Wealth Management Group's VOO Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q1 2026, selling an estimated $11.3K and leaving 765 shares worth $457K. The position accounts for 0.09% of the portfolio, ranked #105.

Prestige Wealth Management Group first reported a position in VOO in Q4 2018 and has held it in 27 quarters since. The position peaked at $844K in Q4 2022. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Prestige Wealth Management Group held 765 shares of Vanguard S&P 500 ETF worth $457K as of Q1 2026.
  • Prestige Wealth Management Group sold 18 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $11.3K.
  • Vanguard S&P 500 ETF made up 0.09% of Prestige Wealth Management Group's portfolio in Q1 2026, its #105 holding.
  • Prestige Wealth Management Group first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Vanguard S&P 500 ETF position peaked at $844K in Q4 2022.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.