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 Q2	$607K	Buy	883 +118	+15%	+$78.7K	0.11%	94
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

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 22.96% 1-Year Est. Return

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

Prestige Wealth Management Group's VOO Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, buying an estimated $78.7K and bringing the position to 883 shares worth $607K. The position accounts for 0.11% of the portfolio, ranked #94.

Prestige Wealth Management Group first reported a position in VOO in Q4 2018 and has held it in 28 quarters since. The position peaked at $844K in Q4 2022. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Prestige Wealth Management Group held 883 shares of Vanguard S&P 500 ETF worth $607K as of Q2 2026.
Prestige Wealth Management Group bought 118 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $78.7K.
Vanguard S&P 500 ETF made up 0.11% of Prestige Wealth Management Group's portfolio in Q2 2026, its #94 holding.
Prestige Wealth Management Group first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 28 quarters since.
Prestige Wealth Management Group's Vanguard S&P 500 ETF position peaked at $844K in Q4 2022.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.