ABLE Financial Group
VOO icon

ABLE Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

ABLE Financial Group’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 		$1.04M Sell
1,489
-107
-7% -$74.7K 0.16% 98
2026
Q2 		$1.1M Buy
1,596
+214
+15% +$143K 0.18% 91
2026
Q1 		$826K Sell
1,382
-222
-14% -$139K 0.16% 102
2025
Q4 		$1.01M Buy
1,604
+1,028
+178% +$639K 0.2% 81
2025
Q3 		$353K Hold
576
– – 0.08% 141
2025
Q2 		$327K Sell
576
-26
-4% -$13.7K 0.08% 149
2025
Q1 		$309K Sell
602
-110
-15% -$59.5K 0.09% 146
2024
Q4 		$384K Sell
712
-49
-6% -$26.5K 0.11% 126
2024
Q3 		$402K Hold
761
– – 0.12% 120
2024
Q2 		$381K Buy
761
+25
+3% +$12K 0.14% 115
2024
Q1 		$354K Sell
736
-5
-0.7% -$2.29K 0.14% 112
2023
Q4 		$324K Sell
741
-312
-30% -$128K 0.14% 110
2023
Q3 		$414K Buy
1,053
+195
+23% +$79.7K 0.21% 87
2023
Q2 		$349K Buy
858
+151
+21% +$58.3K 0.18% 91
2023
Q1 		$266K Buy
+707
New +$259K 0.17% 107

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CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ABLE Financial Group's VOO Position: Q3 2026 in Review

ABLE Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 6.7% in Q3 2026, selling an estimated $74.7K and leaving 1,489 shares worth $1.04M. The position accounts for 0.16% of the portfolio, ranked #98.

ABLE Financial Group first reported a position in VOO in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.1M in Q2 2026. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • ABLE Financial Group held 1,489 shares of Vanguard S&P 500 ETF worth $1.04M as of Q3 2026.
  • ABLE Financial Group sold 107 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $74.7K.
  • Vanguard S&P 500 ETF made up 0.16% of ABLE Financial Group's portfolio in Q3 2026, its #98 holding.
  • ABLE Financial Group first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 15 quarters since.
  • ABLE Financial Group's Vanguard S&P 500 ETF position peaked at $1.1M in Q2 2026.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.