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

Aaron 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 		$5.33M Sell
7,611
-28
-0.4% -$19.6K 0.26% 46
2026
Q2 		$5.25M Sell
7,639
-280
-4% -$187K 0.27% 44
2026
Q1 		$4.73M Sell
7,919
-325
-4% -$203K 0.27% 43
2025
Q4 		$5.17M Sell
8,244
-210
-2% -$131K 0.28% 41
2025
Q3 		$5.18M Sell
8,454
-329
-4% -$194K 0.31% 40
2025
Q2 		$4.99M Sell
8,783
-354
-4% -$186K 0.51% 31
2025
Q1 		$4.7M Sell
9,137
-243
-3% -$131K 0.54% 30
2024
Q4 		$5.05M Buy
9,380
+1,127
+14% +$610K 0.59% 29
2024
Q3 		$4.35M Sell
8,253
-197
-2% -$100K 0.52% 29
2024
Q2 		$4.23M Buy
8,450
+4,486
+113% +$2.16M 0.59% 26
2024
Q1 		$1.91M Sell
3,964
-47
-1% -$21.5K 0.27% 53
2023
Q4 		$1.75M Buy
4,011
+10
+0.2% +$4.09K 0.29% 49
2023
Q3 		$1.57M Hold
4,001
– – 0.2% 70
2023
Q2 		$1.63M Hold
4,001
– – 0.21% 71
2023
Q1 		$1.5M Hold
4,001
– – 0.21% 75
2022
Q4 		$1.41M Buy
+4,001
New +$1.41M 0.21% 78
2022
Q3 		– Sell
-15,583
Closed -$5.41M – 242
2022
Q2 		$5.41M Buy
15,583
+264
+2% +$99.5K 1.36% 17
2022
Q1 		$6.36M Buy
+15,319
New +$6.27M 1.47% 12

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
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
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
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

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

Aaron Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.37% in Q3 2026, selling an estimated $19.6K and leaving 7,611 shares worth $5.33M. The position accounts for 0.26% of the portfolio, ranked #46.

Aaron Wealth Advisors first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.36M in Q1 2022. 565 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Aaron Wealth Advisors held 7,611 shares of Vanguard S&P 500 ETF worth $5.33M as of Q3 2026.
  • Aaron Wealth Advisors sold 28 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $19.6K.
  • Vanguard S&P 500 ETF made up 0.26% of Aaron Wealth Advisors's portfolio in Q3 2026, its #46 holding.
  • Aaron Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • Aaron Wealth Advisors's Vanguard S&P 500 ETF position peaked at $6.36M in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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