Primoris Wealth Advisors
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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
Q3 		$10.7M Sell
15,323
-7
-0% -$4.89K 5% 2
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Primoris Wealth Advisors's VOO Position: Q3 2026 in Review

Primoris Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.05% in Q3 2026, selling an estimated $4.89K and leaving 15,323 shares worth $10.7M. The position accounts for 5% of the portfolio, ranked #2.

Primoris Wealth Advisors first reported a position in VOO in Q2 2022 and has held it in 16 quarters since. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Primoris Wealth Advisors held 15,323 shares of Vanguard S&P 500 ETF worth $10.7M as of Q3 2026.
  • Primoris Wealth Advisors sold 7 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $4.89K.
  • Vanguard S&P 500 ETF made up 5% of Primoris Wealth Advisors's portfolio in Q3 2026, its #2 holding.
  • Primoris Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.