4Wealth Advisors
VOO icon

4Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

4Wealth 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
Q3 		$16.9M Buy
24,057
+20,506
+577% +$14.3M 11.69% 1
2026
Q2 		$2.42M Buy
3,551
+197
+6% +$131K 1.86% 11
2026
Q1 		$1.95M Buy
3,354
+164
+5% +$103K 1.66% 13
2025
Q4 		$2M Buy
3,190
+49
+2% +$30.5K 1.71% 11
2025
Q3 		$1.92M Buy
3,141
+1,155
+58% +$681K 1.72% 12
2025
Q2 		$1.13M Buy
1,986
+314
+19% +$165K 1.15% 23
2025
Q1 		$859K Buy
1,672
+1,075
+180% +$581K 0.94% 29
2024
Q4 		$322K Buy
+597
New +$323K 0.32% 109

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

4Wealth Advisors's VOO Position: Q3 2026 in Review

4Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 577% in Q3 2026, buying an estimated $14.3M and bringing the position to 24,057 shares worth $16.9M. The position accounts for 11.69% of the portfolio, ranked #1.

4Wealth Advisors first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • 4Wealth Advisors held 24,057 shares of Vanguard S&P 500 ETF worth $16.9M as of Q3 2026.
  • 4Wealth Advisors bought 20,506 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $14.3M.
  • Vanguard S&P 500 ETF made up 11.69% of 4Wealth Advisors's portfolio in Q3 2026, its #1 holding.
  • 4Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.