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

Twin City 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 Q1	$959K	Sell	1,605 -7	-0.4%	-$4.38K	0.73%	52
2025 Q4	$1.01M	Buy	1,612 +4	+0.2%	+$2.49K	0.76%	48
2025 Q3	$987K	Sell	1,608 -146	-8%	-$86.1K	0.77%	49
2025 Q2	$999K	Buy	1,754 +25	+1%	+$13.1K	0.82%	52
2025 Q1	$888K	Buy	1,729 +10	+0.6%	+$5.41K	0.78%	52
2024 Q4	$926K	Buy	1,719 +10	+0.6%	+$5.42K	0.82%	49
2024 Q3	$904K	Buy	1,709 +12	+0.7%	+$6.1K	0.78%	50
2024 Q2	$852K	Sell	1,697 -154	-8%	-$74.1K	0.8%	48
2024 Q1	$890K	Buy	+1,851	New	+$847K	0.88%	45

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

Twin City Private Wealth's VOO Position: Q1 2026 in Review

Twin City Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 0.43% in Q1 2026, selling an estimated $4.38K and leaving 1,605 shares worth $959K. The position accounts for 0.73% of the portfolio, ranked #52.

Twin City Private Wealth first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Twin City Private Wealth held 1,605 shares of Vanguard S&P 500 ETF worth $959K as of Q1 2026.
Twin City Private Wealth sold 7 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $4.38K.
Vanguard S&P 500 ETF made up 0.73% of Twin City Private Wealth's portfolio in Q1 2026, its #52 holding.
Twin City Private Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's Vanguard S&P 500 ETF position peaked at $1.01M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.