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

Private Wealth Management 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	$470K	Buy	786 +268	+52%	+$168K	0.12%	57
2025 Q4	$325K	Buy	518 +9	+2%	+$5.59K	0.09%	71
2025 Q3	$312K	Sell	509 -53	-9%	-$31.2K	0.09%	70
2025 Q2	$319K	Buy	562 +20	+4%	+$10.5K	0.11%	66
2025 Q1	$279K	Buy	542 +53	+11%	+$28.7K	0.1%	66
2024 Q4	$263K	Buy	489 +235	+93%	+$127K	0.1%	69
2024 Q3	$134K	Sell	254 -201	-44%	-$102K	0.05%	90
2024 Q2	$227K	Buy	+455	New	+$219K	0.1%	69

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Private Wealth Management Group's VOO Position: Q1 2026 in Review

Private Wealth Management Group increased its Vanguard S&P 500 ETF (VOO) stake by 52% in Q1 2026, buying an estimated $168K and bringing the position to 786 shares worth $470K. The position accounts for 0.12% of the portfolio, ranked #57.

Private Wealth Management Group first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Private Wealth Management Group held 786 shares of Vanguard S&P 500 ETF worth $470K as of Q1 2026.
Private Wealth Management Group bought 268 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $168K.
Vanguard S&P 500 ETF made up 0.12% of Private Wealth Management Group's portfolio in Q1 2026, its #57 holding.
Private Wealth Management Group first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.