Principia Wealth Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Principia Wealth Advisory’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	$4.12K	Hold	6	–	–	﹤0.01%	403
2026 Q1	$3.58K	Hold	6	–	–	﹤0.01%	369
2025 Q4	$3.76K	Hold	6	–	–	﹤0.01%	325
2025 Q3	$3.67K	Hold	6	–	–	﹤0.01%	324
2025 Q2	$3.41K	Hold	6	–	–	﹤0.01%	290
2025 Q1	$3K	Hold	6	–	–	﹤0.01%	239
2024 Q4	$3.23K	Buy	+6	New	+$3.25K	﹤0.01%	186

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

Principia Wealth Advisory's VOO Position: Q2 2026 in Review

Principia Wealth Advisory held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 6 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Principia Wealth Advisory first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Principia Wealth Advisory held 6 shares of Vanguard S&P 500 ETF worth $4.12K as of Q2 2026.
Principia Wealth Advisory left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #403 holding.
Principia Wealth Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.