Accretive Wealth Partners
VOO icon

Accretive Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Accretive Wealth Partners’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 		$1.94M Buy
2,762
+483
+21% +$337K 0.41% 54
2026
Q2 		$1.56M Buy
2,279
+145
+7% +$96.7K 0.38% 69
2026
Q1 		$1.28M Buy
2,134
+193
+10% +$121K 0.36% 78
2025
Q4 		$1.22M Buy
1,941
+36
+2% +$22.4K 0.36% 77
2025
Q3 		$1.17M Buy
1,905
+77
+4% +$45.4K 0.36% 80
2025
Q2 		$1.04M Hold
1,828
– – 0.34% 83
2025
Q1 		$939K Buy
1,828
+877
+92% +$474K 0.33% 84
2024
Q4 		$512K Hold
951
– – 0.22% 103
2024
Q3 		$502K Sell
951
-534
-36% -$271K 0.21% 105
2024
Q2 		$743K Hold
1,485
– – 0.31% 92
2024
Q1 		$698K Hold
1,485
– – 0.31% 95
2023
Q4 		$649K Buy
1,485
+505
+52% +$207K 0.31% 97
2023
Q3 		$385K Buy
980
+29
+3% +$11.9K 0.23% 96
2023
Q2 		$387K Hold
951
– – 0.23% 95
2023
Q1 		$358K Buy
951
+95
+11% +$34.8K 0.23% 98
2022
Q4 		$301K Sell
856
-6
-0.7% -$2.12K 0.21% 100
2022
Q3 		$283K Sell
862
-16
-2% -$5.84K 0.22% 95
2022
Q2 		$305K Sell
878
-132
-13% -$49.7K 0.22% 95
2022
Q1 		$419K Sell
1,010
-18
-2% -$7.37K 0.26% 94
2021
Q4 		$449K Buy
1,028
+225
+28% +$95K 0.29% 93
2021
Q3 		$317K Sell
803
-113
-12% -$45.8K 0.22% 96
2021
Q2 		$360K Hold
916
– – 0.26% 93
2021
Q1 		$334K Buy
+916
New +$325K 0.3% 90

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Accretive Wealth Partners's VOO Position: Q3 2026 in Review

Accretive Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 21% in Q3 2026, buying an estimated $337K and bringing the position to 2,762 shares worth $1.94M. The position accounts for 0.41% of the portfolio, ranked #54.

Accretive Wealth Partners first reported a position in VOO in Q1 2021 and has held it in 23 quarters since. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Accretive Wealth Partners held 2,762 shares of Vanguard S&P 500 ETF worth $1.94M as of Q3 2026.
  • Accretive Wealth Partners bought 483 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $337K.
  • Vanguard S&P 500 ETF made up 0.41% of Accretive Wealth Partners's portfolio in Q3 2026, its #54 holding.
  • Accretive Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 23 quarters since.
  • 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.