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

Private Wealth 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 Q2	$3.2M	Buy	4,664 +906	+24%	+$604K	1.24%	18
2026 Q1	$2.25M	Hold	3,758	–	–	1.05%	19
2025 Q4	$2.36M	Hold	3,758	–	–	1.13%	18
2025 Q3	$2.3M	Hold	3,758	–	–	1.15%	19
2025 Q2	$2.13M	Hold	3,758	–	–	1.14%	16
2025 Q1	$1.93M	Hold	3,758	–	–	1.14%	17
2024 Q4	$2.02M	Hold	3,758	–	–	0.99%	21
2024 Q3	$1.98M	Hold	3,758	–	–	0.99%	21
2024 Q2	$1.88M	Hold	3,758	–	–	0.99%	20
2024 Q1	$1.81M	Hold	3,758	–	–	0.94%	20
2023 Q4	$1.64M	Hold	3,758	–	–	0.93%	20
2023 Q3	$1.48M	Hold	3,758	–	–	0.97%	20
2023 Q2	$1.53M	Hold	3,758	–	–	1.58%	16
2023 Q1	$1.41M	Hold	3,758	–	–	1.94%	16
2022 Q4	$1.32M	Hold	3,758	–	–	1.87%	18
2022 Q3	$1.23M	Hold	3,758	–	–	1.93%	14
2022 Q2	$1.3M	Hold	3,758	–	–	1.61%	16
2022 Q1	$1.56M	Hold	3,758	–	–	1.15%	16
2021 Q4	$1.64M	Sell	3,758 -463	-11%	-$195K	1.11%	14
2021 Q3	$1.67M	Hold	4,221	–	–	1.1%	19
2021 Q2	$1.66M	Hold	4,221	–	–	1.1%	17
2021 Q1	$1.54M	Hold	4,221	–	–	1.1%	15
2020 Q4	$1.45M	Hold	4,221	–	–	1.21%	14
2020 Q3	$1.3M	Hold	4,221	–	–	1.05%	12
2020 Q2	$1.2M	Hold	4,221	–	–	0.98%	10
2020 Q1	$999K	Sell	4,221 -525	-11%	-$147K	1.17%	9
2019 Q4	$1.4M	Hold	4,746	–	–	1.46%	19
2019 Q3	$1.29M	Hold	4,746	–	–	1.16%	22
2019 Q2	$1.28M	Hold	4,746	–	–	1.16%	23
2019 Q1	$1.23M	Sell	4,746 -500	-10%	-$125K	1.13%	23
2018 Q4	$1.21M	Hold	5,246	–	–	1.18%	14
2018 Q3	$1.4M	Hold	5,246	–	–	1.44%	16
2018 Q2	$1.31M	Hold	5,246	–	–	1.25%	19
2018 Q1	$1.27M	Hold	5,246	–	–	2.16%	12
2017 Q4	$1.29M	Buy	+5,246	New	+$1.25M	1.48%	17

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Private Wealth Group's VOO Position: Q2 2026 in Review

Private Wealth Group increased its Vanguard S&P 500 ETF (VOO) stake by 24% in Q2 2026, buying an estimated $604K and bringing the position to 4,664 shares worth $3.2M. The position accounts for 1.24% of the portfolio, ranked #18.

Private Wealth Group first reported a position in VOO in Q4 2017 and has held it in 35 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Private Wealth Group held 4,664 shares of Vanguard S&P 500 ETF worth $3.2M as of Q2 2026.
Private Wealth Group bought 906 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $604K.
Vanguard S&P 500 ETF made up 1.24% of Private Wealth Group's portfolio in Q2 2026, its #18 holding.
Private Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.