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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $215B 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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Warther Private Wealth's VOO Position: Q1 2026 in Review

Warther Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 5.4% in Q1 2026, selling an estimated $73.8K and leaving 2,085 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #28.

Warther Private Wealth first reported a position in VOO in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.38M in Q4 2025. 3,845 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Warther Private Wealth held 2,085 shares of Vanguard S&P 500 ETF worth $1.25M as of Q1 2026.
Warther Private Wealth sold 118 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $73.8K.
Vanguard S&P 500 ETF made up 0.29% of Warther Private Wealth's portfolio in Q1 2026, its #28 holding.
Warther Private Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 10 quarters since.
Warther Private Wealth's Vanguard S&P 500 ETF position peaked at $1.38M in Q4 2025.
3,845 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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