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

PUREfi Wealth’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	$288K	Buy	419 +12	+3%	+$8K	0.16%	160
2026 Q1	$243K	Hold	407	–	–	0.16%	162
2025 Q4	$255K	Hold	407	–	–	0.2%	133
2025 Q3	$249K	Hold	407	–	–	0.19%	139
2025 Q2	$231K	Hold	407	–	–	0.18%	144
2025 Q1	$209K	Buy	+407	New	+$220K	0.21%	128

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

PUREfi Wealth's VOO Position: Q2 2026 in Review

PUREfi Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q2 2026, buying an estimated $8K and bringing the position to 419 shares worth $288K. The position accounts for 0.16% of the portfolio, ranked #160.

PUREfi Wealth first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

PUREfi Wealth held 419 shares of Vanguard S&P 500 ETF worth $288K as of Q2 2026.
PUREfi Wealth bought 12 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $8K.
Vanguard S&P 500 ETF made up 0.16% of PUREfi Wealth's portfolio in Q2 2026, its #160 holding.
PUREfi Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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