AF
VOO icon

Align Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Align Financial’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 		$2.13M Sell
3,041
-89
-3% -$62.2K 1.02% 17
2026
Q2 		$2.15M Hold
3,130
– – 1.07% 16
2026
Q1 		$1.87M Sell
3,130
-21
-0.7% -$13.1K 1.06% 17
2025
Q4 		$1.98M Buy
+3,151
New +$1.96M 1.15% 16

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Align Financial's VOO Position: Q3 2026 in Review

Align Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q3 2026, selling an estimated $62.2K and leaving 3,041 shares worth $2.13M. The position accounts for 1.02% of the portfolio, ranked #17.

Align Financial first reported a position in VOO in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.15M in Q2 2026. 799 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Align Financial held 3,041 shares of Vanguard S&P 500 ETF worth $2.13M as of Q3 2026.
  • Align Financial sold 89 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $62.2K.
  • Vanguard S&P 500 ETF made up 1.02% of Align Financial's portfolio in Q3 2026, its #17 holding.
  • Align Financial first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • Align Financial's Vanguard S&P 500 ETF position peaked at $2.15M in Q2 2026.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.