B.A. Schrock Wealth Management, Inc.’s Vanguard S&P 500 ETF VOO Stock Holding History

B.A. Schrock Wealth Management, Inc.’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 Q3	$754K	Buy	+1,074	New	+$750K	0.28%	78

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s VOO Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 1,074 shares worth $754K. The stake represents 0.28% of the portfolio and ranks #78 among its holdings.

676 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 1,074 shares of Vanguard S&P 500 ETF worth $754K as of Q3 2026.
Vanguard S&P 500 ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Vanguard S&P 500 ETF made up 0.28% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #78 holding.
676 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.