A4 Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

A4 Wealth 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	$17M	Sell	24,226 -3,692	-13%	-$2.58M	11.1%	1
2026 Q2	$19.2M	Buy	27,918 +16,495	+144%	+$11M	12.72%	1
2026 Q1	$6.83M	Buy	11,423 +6,272	+122%	+$3.92M	5.58%	6
2025 Q4	$3.23M	Buy	5,151 +333	+7%	+$207K	2.8%	7
2025 Q3	$2.95M	Buy	+4,818	New	+$2.84M	2.49%	6

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

A4 Wealth Advisors's VOO Position: Q3 2026 in Review

A4 Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q3 2026, selling an estimated $2.58M and leaving 24,226 shares worth $17M. The position accounts for 11.1% of the portfolio, ranked #1.

A4 Wealth Advisors first reported a position in VOO in Q3 2025 and has held it in 5 quarters since. The position peaked at $19.2M in Q2 2026. 2,505 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

A4 Wealth Advisors held 24,226 shares of Vanguard S&P 500 ETF worth $17M as of Q3 2026.
A4 Wealth Advisors sold 3,692 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $2.58M.
Vanguard S&P 500 ETF made up 11.1% of A4 Wealth Advisors's portfolio in Q3 2026, its #1 holding.
A4 Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
A4 Wealth Advisors's Vanguard S&P 500 ETF position peaked at $19.2M in Q2 2026.
2,505 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.