Private Wealth Partners
VOO icon

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

Private Wealth Partners’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
Q3 		$1.33M Sell
1,904
-144
-7% -$101K 0.09% 88
2026
Q2 		$1.41M Sell
2,048
-499
-20% -$333K 0.1% 86
2026
Q1 		$1.52M Sell
2,547
-16
-0.6% -$10K 0.12% 81
2025
Q4 		$1.61M Sell
2,563
-45
-2% -$28K 0.11% 81
2025
Q3 		$1.6M Sell
2,608
-92
-3% -$54.2K 0.11% 77
2025
Q2 		$1.53M Buy
2,700
+25
+0.9% +$13.1K 0.12% 75
2025
Q1 		$1.37M Buy
2,675
+54
+2% +$29.2K 0.11% 80
2024
Q4 		$1.41M Buy
2,621
+188
+8% +$102K 0.11% 79
2024
Q3 		$1.28M Buy
2,433
+40
+2% +$20.3K 0.1% 82
2024
Q2 		$1.2M Hold
2,393
– – 0.09% 81
2024
Q1 		$1.15M Sell
2,393
-4
-0.2% -$1.83K 0.09% 79
2023
Q4 		$1.05M Buy
2,397
+7
+0.3% +$2.87K 0.09% 85
2023
Q3 		$939K Hold
2,390
– – 0.09% 82
2023
Q2 		$973K Buy
2,390
+29
+1% +$11.2K 0.09% 82
2023
Q1 		$888K Buy
+2,361
New +$866K 0.09% 88
2021
Q1 		– Sell
-730
Closed -$251K – 118
2020
Q4 		$251K Hold
730
– – 0.03% 105
2020
Q3 		$225K Hold
730
– – 0.03% 100
2020
Q2 		$207K Buy
+730
New +$196K 0.03% 101
2020
Q1 		– Sell
-730
Closed -$216K – 138
2019
Q4 		$216K Buy
+730
New +$206K 0.03% 115
2014
Q1 		– Sell
-21,400
Closed -$3.62M – 171
2013
Q4 		$3.62M Buy
+21,400
New +$3.47M 0.81% 37

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Private Wealth Partners's VOO Position: Q3 2026 in Review

Private Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 7% in Q3 2026, selling an estimated $101K and leaving 1,904 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #88.

Private Wealth Partners first reported a position in VOO in Q4 2013 and has held it in 20 quarters since. The position peaked at $3.62M in Q4 2013. 1,672 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Private Wealth Partners held 1,904 shares of Vanguard S&P 500 ETF worth $1.33M as of Q3 2026.
  • Private Wealth Partners sold 144 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $101K.
  • Vanguard S&P 500 ETF made up 0.09% of Private Wealth Partners's portfolio in Q3 2026, its #88 holding.
  • Private Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2013 and has held it in 20 quarters since.
  • Private Wealth Partners's Vanguard S&P 500 ETF position peaked at $3.62M in Q4 2013.
  • 1,672 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.