Advocate Group
VOO icon

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

Advocate 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 		$207K Hold
295
– – 0.03% 120
2026
Q2 		$203K Buy
+295
New +$197K 0.03% 122
2024
Q3 		– Sell
-463
Closed -$232K – 125
2024
Q2 		$232K Hold
463
– – 0.05% 110
2024
Q1 		$223K Buy
463
+1
+0.2% +$458 0.04% 111
2023
Q4 		$202K Buy
+462
New +$189K 0.04% 114

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Advocate Group's VOO Position: Q3 2026 in Review

Advocate Group held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 295 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #120.

Advocate Group first reported a position in VOO in Q4 2023 and has held it in 5 quarters since. The position peaked at $232K in Q2 2024. 2,103 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Advocate Group held 295 shares of Vanguard S&P 500 ETF worth $207K as of Q3 2026.
  • Advocate Group left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.03% of Advocate Group's portfolio in Q3 2026, its #120 holding.
  • Advocate Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 5 quarters since.
  • Advocate Group's Vanguard S&P 500 ETF position peaked at $232K in Q2 2024.
  • 2,103 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.