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 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

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 Partners's VOO Position: Q2 2026 in Review

Private Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 20% in Q2 2026, selling an estimated $333K and leaving 2,048 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #86.

Private Wealth Partners first reported a position in VOO in Q4 2013 and has held it in 19 quarters since. The position peaked at $3.62M in Q4 2013. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Private Wealth Partners held 2,048 shares of Vanguard S&P 500 ETF worth $1.41M as of Q2 2026.
Private Wealth Partners sold 499 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $333K.
Vanguard S&P 500 ETF made up 0.1% of Private Wealth Partners's portfolio in Q2 2026, its #86 holding.
Private Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2013 and has held it in 19 quarters since.
Private Wealth Partners's Vanguard S&P 500 ETF position peaked at $3.62M in Q4 2013.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.