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 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

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

Primoris Wealth Advisors's VOO Position: Q1 2026 in Review

Primoris Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q1 2026, buying an estimated $174K and bringing the position to 13,319 shares worth $7.96M. The position accounts for 5.58% of the portfolio, ranked #1.

Primoris Wealth Advisors first reported a position in VOO in Q2 2022 and has held it in 14 quarters since. The position peaked at $8.18M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Primoris Wealth Advisors held 13,319 shares of Vanguard S&P 500 ETF worth $7.96M as of Q1 2026.
Primoris Wealth Advisors bought 278 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $174K.
Vanguard S&P 500 ETF made up 5.58% of Primoris Wealth Advisors's portfolio in Q1 2026, its #1 holding.
Primoris Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 14 quarters since.
Primoris Wealth Advisors's Vanguard S&P 500 ETF position peaked at $8.18M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.