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 Q2	$490K	Sell	714 -72	-9%	-$48K	0.11%	67
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

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 Management Group's VOO Position: Q2 2026 in Review

Private Wealth Management Group reduced its Vanguard S&P 500 ETF (VOO) stake by 9.2% in Q2 2026, selling an estimated $48K and leaving 714 shares worth $490K. The position accounts for 0.11% of the portfolio, ranked #67.

Private Wealth Management Group first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Private Wealth Management Group held 714 shares of Vanguard S&P 500 ETF worth $490K as of Q2 2026.
Private Wealth Management Group sold 72 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $48K.
Vanguard S&P 500 ETF made up 0.11% of Private Wealth Management Group's portfolio in Q2 2026, its #67 holding.
Private Wealth Management Group first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.