Private Wealth Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Private Wealth Asset Management’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	$89.3K	Sell	130 -1,030	-89%	-$687K	0.01%	347
2026 Q1	$693K	Hold	1,160	–	–	0.07%	145
2025 Q4	$727K	Hold	1,160	–	–	0.08%	144
2025 Q3	$710K	Buy	1,160 +8	+0.7%	+$4.72K	0.08%	136
2025 Q2	$654K	Hold	1,152	–	–	0.09%	137
2025 Q1	$592K	Buy	+1,152	New	+$623K	0.09%	136

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

Private Wealth Asset Management's VOO Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 89% in Q2 2026, selling an estimated $687K and leaving 130 shares worth $89.3K. The position accounts for 0.01% of the portfolio, ranked #347.

Private Wealth Asset Management first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. The position peaked at $727K in Q4 2025. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Private Wealth Asset Management held 130 shares of Vanguard S&P 500 ETF worth $89.3K as of Q2 2026.
Private Wealth Asset Management sold 1,030 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $687K.
Vanguard S&P 500 ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #347 holding.
Private Wealth Asset Management first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Vanguard S&P 500 ETF position peaked at $727K in Q4 2025.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.