Activest Wealth Management
VOO icon

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

Activest 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 		$4.1M Buy
5,852
+2,059
+54% +$1.44M 0.76% 21
2026
Q2 		$2.61M Sell
3,793
-19,486
-84% -$13M 0.5% 24
2026
Q1 		$13.9M Sell
23,279
-650
-3% -$407K 2.44% 10
2025
Q4 		$15M Buy
23,929
+2,503
+12% +$1.56M 2.8% 7
2025
Q3 		$13.1M Buy
21,426
+634
+3% +$374K 2.66% 8
2025
Q2 		$11.8M Buy
20,792
+6,602
+47% +$3.47M 2.85% 7
2025
Q1 		$7.29M Sell
14,190
-4,996
-26% -$2.7M 1.96% 13
2024
Q4 		$10.3M Buy
19,186
+1,762
+10% +$954K 2.89% 8
2024
Q3 		$9.19M Sell
17,424
-2,782
-14% -$1.41M 2.84% 8
2024
Q2 		$10.1M Buy
20,206
+1,197
+6% +$576K 3.33% 8
2024
Q1 		$9.14M Sell
19,009
-244
-1% -$112K 4.4% 6
2023
Q4 		$8.41M Buy
19,253
+2,803
+17% +$1.15M 4.64% 6
2023
Q3 		$6.46M Sell
16,450
-1,547
-9% -$633K 3.98% 7
2023
Q2 		$5.48M Buy
17,997
+4,006
+29% +$1.55M 3.79% 7
2023
Q1 		$5.19M Buy
+13,991
New +$5.13M 3.33% 8
2022
Q3 		– Sell
-25,597
Closed -$8.88M – 612
2022
Q2 		$8.88M Buy
25,597
+440
+2% +$166K 6.27% 6
2022
Q1 		$10.4M Buy
25,157
+4,081
+19% +$1.67M 6.72% 4
2021
Q4 		$9.2M Buy
21,076
+3,049
+17% +$1.29M 5.69% 4
2021
Q3 		$7.11M Sell
18,027
-10,438
-37% -$4.23M 4.73% 5
2021
Q2 		$11.2M Buy
28,465
+6,738
+31% +$2.59M 8.42% 3
2021
Q1 		$7.92M Buy
+21,727
New +$7.7M 6.47% 3

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
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

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

Activest Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 54% in Q3 2026, buying an estimated $1.44M and bringing the position to 5,852 shares worth $4.1M. The position accounts for 0.76% of the portfolio, ranked #21.

Activest Wealth Management first reported a position in VOO in Q1 2021 and has held it in 21 quarters since. The position peaked at $15M in Q4 2025. 1,573 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Activest Wealth Management held 5,852 shares of Vanguard S&P 500 ETF worth $4.1M as of Q3 2026.
  • Activest Wealth Management bought 2,059 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.44M.
  • Vanguard S&P 500 ETF made up 0.76% of Activest Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Activest Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
  • Activest Wealth Management's Vanguard S&P 500 ETF position peaked at $15M in Q4 2025.
  • 1,573 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.