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

Sonoma Private 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	$244K	Buy	356 +1	+0.3%	+$667	0.26%	69
2026 Q1	$212K	Hold	355	–	–	0.26%	63
2025 Q4	$223K	Hold	355	–	–	0.27%	67
2025 Q3	$217K	Buy	+355	New	+$209K	0.26%	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

Sonoma Private Wealth's VOO Position: Q2 2026 in Review

Sonoma Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 0.28% in Q2 2026, buying an estimated $667 and bringing the position to 356 shares worth $244K. The position accounts for 0.26% of the portfolio, ranked #69.

Sonoma Private Wealth first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Sonoma Private Wealth held 356 shares of Vanguard S&P 500 ETF worth $244K as of Q2 2026.
Sonoma Private Wealth bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.26% of Sonoma Private Wealth's portfolio in Q2 2026, its #69 holding.
Sonoma Private Wealth first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.