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

TRUE Private 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	$7.67M	Buy	12,831 +968	+8%	+$605K	0.73%	28
2025 Q4	$7.44M	Sell	11,863 -141	-1%	-$87.6K	0.75%	28
2025 Q3	$7.35M	Sell	12,004 -217	-2%	-$128K	0.75%	27
2025 Q2	$6.94M	Sell	12,221 -235	-2%	-$124K	0.78%	25
2025 Q1	$6.4M	Sell	12,456 -1,339	-10%	-$724K	0.78%	26
2024 Q4	$7.43M	Sell	13,795 -241	-2%	-$131K	0.9%	18
2024 Q3	$7.41M	Sell	14,036 -6,049	-30%	-$3.07M	0.88%	21
2024 Q2	$10M	Sell	20,085 -774	-4%	-$372K	1.14%	16
2024 Q1	$10M	Sell	20,859 -10,502	-33%	-$4.81M	1.15%	16
2023 Q4	$13.7M	Sell	31,361 -20,822	-40%	-$8.52M	1.73%	12
2023 Q3	$20.5M	Buy	+52,183	New	+$21.3M	2.85%	10
2021 Q1	–	Sell	-101	Closed	-$34K	–	687
2020 Q4	$34K	Buy	101 +1	+1%	+$326	0.01%	393
2020 Q3	$31K	Hold	100	–	–	0.01%	385
2020 Q2	$28K	Sell	100 -46	-32%	-$12.4K	0.01%	384
2020 Q1	$34K	Sell	146 -296	-67%	-$82.9K	0.01%	324
2019 Q4	$130K	Buy	+442	New	+$125K	0.02%	261
2019 Q3	–	Sell	-341	Closed	-$92K	–	698
2019 Q2	$92K	Buy	+341	New	+$90.2K	0.02%	274
2019 Q1	–	Sell	-18,236	Closed	-$4.19M	–	245
2018 Q4	$4.19M	Sell	18,236 -280	-2%	-$69.4K	0.74%	22
2018 Q3	$4.97M	Sell	18,516 -29	-0.2%	-$7.59K	0.7%	30
2018 Q2	$4.65M	Sell	18,545 -18	-0.1%	-$4.47K	0.73%	29
2018 Q1	$4.49M	Buy	18,563 +697	+4%	+$175K	0.77%	26
2017 Q4	$4.38M	Buy	+17,866	New	+$4.27M	0.76%	27

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

TRUE Private Wealth Advisors's VOO Position: Q1 2026 in Review

TRUE Private Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 8.2% in Q1 2026, buying an estimated $605K and bringing the position to 12,831 shares worth $7.67M. The position accounts for 0.73% of the portfolio, ranked #28.

TRUE Private Wealth Advisors first reported a position in VOO in Q4 2017 and has held it in 22 quarters since. The position peaked at $20.5M in Q3 2023. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

TRUE Private Wealth Advisors held 12,831 shares of Vanguard S&P 500 ETF worth $7.67M as of Q1 2026.
TRUE Private Wealth Advisors bought 968 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $605K.
Vanguard S&P 500 ETF made up 0.73% of TRUE Private Wealth Advisors's portfolio in Q1 2026, its #28 holding.
TRUE Private Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 22 quarters since.
TRUE Private Wealth Advisors's Vanguard S&P 500 ETF position peaked at $20.5M in Q3 2023.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.