Able Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Able Wealth Management’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	Buy	7,483 +416	+6%	+$291K	1.17%	27
2026 Q2	$4.85M	Sell	7,067 -539	-7%	-$359K	1.11%	26
2026 Q1	$4.55M	Buy	7,606 +3,526	+86%	+$2.21M	1.22%	27
2025 Q4	$2.56M	Buy	4,080 +2,615	+178%	+$1.63M	0.81%	32
2025 Q3	$897K	Sell	1,465 -43	-3%	-$25.3K	0.34%	52
2025 Q2	$857K	Sell	1,508 -147	-9%	-$77.3K	0.43%	48
2025 Q1	$850K	Sell	1,655 -118	-7%	-$63.8K	0.5%	48
2024 Q4	$955K	Sell	1,773 -220	-11%	-$119K	0.63%	41
2024 Q3	$1.05M	Buy	1,993 +51	+3%	+$25.9K	0.8%	28
2024 Q2	$972K	Sell	1,942 -74	-4%	-$35.6K	0.8%	32
2024 Q1	$969K	Buy	2,016 +120	+6%	+$54.9K	0.85%	27
2023 Q4	$828K	Buy	+1,896	New	+$776K	0.75%	27

Other funds holding VOO

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

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

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

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

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

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

Able Wealth Management's VOO Position: Q3 2026 in Review

Able Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 5.9% in Q3 2026, buying an estimated $291K and bringing the position to 7,483 shares worth $5.33M. The position accounts for 1.17% of the portfolio, ranked #27.

Able Wealth Management first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. 1,628 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Able Wealth Management held 7,483 shares of Vanguard S&P 500 ETF worth $5.33M as of Q3 2026.
Able Wealth Management bought 416 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $291K.
Vanguard S&P 500 ETF made up 1.17% of Able Wealth Management's portfolio in Q3 2026, its #27 holding.
Able Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
1,628 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.