Provenance Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Provenance Wealth Advisors’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	$2.98M	Buy	4,990 +68	+1%	+$42.5K	0.32%	24
2025 Q4	$3.09M	Buy	4,922 +154	+3%	+$95.7K	0.34%	22
2025 Q3	$2.92M	Sell	4,768 -75	-2%	-$44.2K	0.38%	21
2025 Q2	$2.75M	Buy	4,843 +75	+2%	+$39.4K	0.4%	21
2025 Q1	$2.45M	Hold	4,768	–	–	0.35%	21
2024 Q4	$2.57M	Hold	4,768	–	–	0.33%	23
2024 Q3	$2.52M	Buy	4,768 +95	+2%	+$48.3K	0.31%	24
2024 Q2	$2.34M	Buy	4,673 +372	+9%	+$179K	0.33%	24
2024 Q1	$2.07M	Buy	4,301 +11	+0.3%	+$5.03K	0.29%	25
2023 Q4	$1.87M	Hold	4,290	–	–	0.25%	26
2023 Q3	$1.68M	Buy	+4,290	New	+$1.75M	0.27%	25

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

Provenance Wealth Advisors's VOO Position: Q1 2026 in Review

Provenance Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q1 2026, buying an estimated $42.5K and bringing the position to 4,990 shares worth $2.98M. The position accounts for 0.32% of the portfolio, ranked #24.

Provenance Wealth Advisors first reported a position in VOO in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.09M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Provenance Wealth Advisors held 4,990 shares of Vanguard S&P 500 ETF worth $2.98M as of Q1 2026.
Provenance Wealth Advisors bought 68 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $42.5K.
Vanguard S&P 500 ETF made up 0.32% of Provenance Wealth Advisors's portfolio in Q1 2026, its #24 holding.
Provenance Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Provenance Wealth Advisors's Vanguard S&P 500 ETF position peaked at $3.09M in Q4 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Provenance Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.