Primoris Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Primoris Wealth Advisors’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	$10.5M	Buy	15,330 +2,011	+15%	+$1.34M	4.8%	4
2026 Q1	$7.96M	Buy	13,319 +278	+2%	+$174K	5.58%	1
2025 Q4	$8.18M	Buy	13,041 +275	+2%	+$171K	4.89%	2
2025 Q3	$7.82M	Buy	12,766 +724	+6%	+$427K	4.97%	2
2025 Q2	$6.84M	Buy	12,042 +722	+6%	+$379K	4.67%	1
2025 Q1	$5.82M	Buy	11,320 +1,509	+15%	+$816K	4.5%	2
2024 Q4	$5.29M	Buy	9,811 +1,025	+12%	+$555K	4.02%	5
2024 Q3	$4.58M	Buy	8,786 +203	+2%	+$103K	3.33%	6
2024 Q2	$4.29M	Buy	8,583 +722	+9%	+$347K	3.43%	6
2024 Q1	$3.78M	Buy	7,861 +482	+7%	+$221K	3.02%	9
2023 Q4	$3.22M	Buy	+7,379	New	+$3.02M	3.04%	10
2023 Q2	–	Sell	-1,050	Closed	-$395K	–	76
2023 Q1	$395K	Sell	1,050 -141	-12%	-$51.7K	0.49%	47
2022 Q4	$418K	Buy	1,191 +71	+6%	+$25.1K	0.64%	39
2022 Q3	$367K	Sell	1,120 -4	-0.4%	-$1.46K	0.65%	42
2022 Q2	$388K	Buy	+1,124	New	+$423K	0.56%	44

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

Primoris Wealth Advisors's VOO Position: Q2 2026 in Review

Primoris Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, buying an estimated $1.34M and bringing the position to 15,330 shares worth $10.5M. The position accounts for 4.8% of the portfolio, ranked #4.

Primoris Wealth Advisors first reported a position in VOO in Q2 2022 and has held it in 15 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Primoris Wealth Advisors held 15,330 shares of Vanguard S&P 500 ETF worth $10.5M as of Q2 2026.
Primoris Wealth Advisors bought 2,011 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.34M.
Vanguard S&P 500 ETF made up 4.8% of Primoris Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Primoris Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 15 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.