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Private Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Private Advisory 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
Q1 		$3.23M Sell
5,404
-46
-0.8% -$28.8K 0.21% 99
2025
Q4 		$3.42M Sell
5,450
-97
-2% -$60.3K 0.27% 76
2025
Q3 		$3.4M Sell
5,547
-124
-2% -$73.1K 0.28% 74
2025
Q2 		$3.22M Sell
5,671
-36
-0.6% -$18.9K 0.29% 65
2025
Q1 		$2.93M Sell
5,707
-2,299
-29% -$1.24M 0.33% 66
2024
Q4 		$4.31M Sell
8,006
-288
-3% -$156K 0.48% 54
2024
Q3 		$4.38M Sell
8,294
-584
-7% -$297K 0.52% 48
2024
Q2 		$4.44M Sell
8,878
-186
-2% -$89.5K 0.58% 49
2024
Q1 		$4.36M Sell
9,064
-670
-7% -$307K 0.62% 50
2023
Q4 		$4.25M Sell
9,734
-179
-2% -$73.3K 0.74% 39
2023
Q3 		$3.89M Sell
9,913
-14,136
-59% -$5.78M 0.77% 34
2023
Q2 		$9.79M Sell
24,049
-194
-0.8% -$74.8K 1.94% 12
2023
Q1 		$9.12M Buy
24,243
+2,319
+11% +$850K 1.94% 13
2022
Q4 		$7.7M Buy
21,924
+3,164
+17% +$1.12M 1.68% 15
2022
Q3 		$6.16M Sell
18,760
-9,240
-33% -$3.37M 1.41% 20
2022
Q2 		$9.71M Sell
28,000
-11,498
-29% -$4.33M 2.2% 10
2022
Q1 		$16.4M Buy
39,498
+2,193
+6% +$898K 3.21% 7
2021
Q4 		$16.3M Buy
37,305
+5,240
+16% +$2.21M 3.07% 8
2021
Q3 		$12.6M Buy
32,065
+2,192
+7% +$889K 3.09% 8
2021
Q2 		$11.8M Buy
29,873
+4,483
+18% +$1.72M 2.96% 9
2021
Q1 		$9.25M Buy
25,390
+3,829
+18% +$1.36M 2.65% 10
2020
Q4 		$7.41M Buy
21,561
+4,745
+28% +$1.55M 2.45% 11
2020
Q3 		$5.17M Sell
16,816
-494
-3% -$150K 2.08% 16
2020
Q2 		$4.91M Buy
+17,310
New +$4.66M 2.01% 13

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Private Advisory Group's VOO Position: Q1 2026 in Review

Private Advisory Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.84% in Q1 2026, selling an estimated $28.8K and leaving 5,404 shares worth $3.23M. The position accounts for 0.21% of the portfolio, ranked #99.

Private Advisory Group first reported a position in VOO in Q2 2020 and has held it in 24 quarters since. The position peaked at $16.4M in Q1 2022. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Private Advisory Group held 5,404 shares of Vanguard S&P 500 ETF worth $3.23M as of Q1 2026.
  • Private Advisory Group sold 46 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $28.8K.
  • Vanguard S&P 500 ETF made up 0.21% of Private Advisory Group's portfolio in Q1 2026, its #99 holding.
  • Private Advisory Group first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
  • Private Advisory Group's Vanguard S&P 500 ETF position peaked at $16.4M in Q1 2022.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.