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

Warther 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	$5.8M	Buy	8,452 +6,367	+305%	+$4.24M	1.27%	26
2026 Q1	$1.25M	Sell	2,085 -118	-5%	-$73.8K	0.29%	28
2025 Q4	$1.38M	Buy	2,203 +385	+21%	+$239K	0.33%	27
2025 Q3	$1.11M	Sell	1,818 -246	-12%	-$145K	0.26%	24
2025 Q2	$1.17M	Buy	2,064 +143	+7%	+$75.2K	0.31%	23
2025 Q1	$987K	Buy	1,921 +632	+49%	+$342K	0.32%	27
2024 Q4	$695K	Buy	1,289 +99	+8%	+$53.6K	0.23%	34
2024 Q3	$628K	Buy	+1,190	New	+$605K	0.22%	39
2022 Q1	–	Sell	-2,000	Closed	-$878K	–	146
2021 Q4	$878K	Hold	2,000	–	–	0.65%	41
2021 Q3	$798K	Hold	2,000	–	–	0.71%	38
2021 Q2	$791K	Buy	+2,000	New	+$768K	0.77%	36

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 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Warther Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 305% in Q2 2026, buying an estimated $4.24M and bringing the position to 8,452 shares worth $5.8M. The position accounts for 1.27% of the portfolio, ranked #26.

Warther Private Wealth first reported a position in VOO in Q2 2021 and has held it in 11 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Warther Private Wealth held 8,452 shares of Vanguard S&P 500 ETF worth $5.8M as of Q2 2026.
Warther Private Wealth bought 6,367 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.24M.
Vanguard S&P 500 ETF made up 1.27% of Warther Private Wealth's portfolio in Q2 2026, its #26 holding.
Warther Private Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 11 quarters since.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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