Accurate Wealth Management
VOO icon

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

Accurate 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 		$4.62M Buy
6,461
+781
+14% +$545K 0.4% 53
2026
Q2 		$3.94M Sell
5,680
-65
-1% -$43.3K 0.38% 55
2026
Q1 		$3.59M Sell
5,745
-2
-0% -$1.25K 0.43% 46
2025
Q4 		$3.67M Buy
5,747
+19
+0.3% +$11.8K 0.47% 43
2025
Q3 		$3.49M Buy
5,728
+3,175
+124% +$1.87M 0.46% 41
2025
Q2 		$1.47M Buy
2,553
+1,100
+76% +$578K 0.22% 113
2025
Q1 		$713K Buy
1,453
+550
+61% +$297K 0.14% 155
2024
Q4 		$482K Buy
903
+62
+7% +$33.6K 0.09% 204
2024
Q3 		$448K Sell
841
-707
-46% -$359K 0.09% 220
2024
Q2 		$799K Buy
1,548
+522
+51% +$251K 0.19% 115
2024
Q1 		$467K Buy
+1,026
New +$470K 0.14% 152
2023
Q3 		– Sell
-1,473
Closed -$608K – 302
2023
Q2 		$608K Buy
+1,473
New +$568K 0.19% 117
2023
Q1 		– Sell
-845
Closed -$303K – 1427
2022
Q4 		$303K Buy
+845
New +$299K 0.11% 160
2022
Q3 		– Sell
-710
Closed -$247K – 211
2022
Q2 		$247K Sell
710
-375
-35% -$141K 0.13% 127
2022
Q1 		$451K Buy
1,085
+86
+9% +$35.2K 0.2% 97
2021
Q4 		$426K Hold
999
– – 0.35% 80
2021
Q3 		$398K Buy
999
+29
+3% +$11.8K 0.35% 81
2021
Q2 		$382K Buy
+970
New +$372K 0.34% 76

Other funds holding VOO

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Accurate Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q3 2026, buying an estimated $545K and bringing the position to 6,461 shares worth $4.62M. The position accounts for 0.4% of the portfolio, ranked #53.

Accurate Wealth Management first reported a position in VOO in Q2 2021 and has held it in 18 quarters since. 2,804 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Accurate Wealth Management held 6,461 shares of Vanguard S&P 500 ETF worth $4.62M as of Q3 2026.
  • Accurate Wealth Management bought 781 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $545K.
  • Vanguard S&P 500 ETF made up 0.4% of Accurate Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Accurate Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 18 quarters since.
  • 2,804 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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