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

Alpha Financial Advisors’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	$10.1M	Sell	14,425 -682	-5%	-$476K	2.66%	12
2026 Q2	$10.4M	Sell	15,107 -150	-1%	-$100K	2.71%	12
2026 Q1	$9.12M	Buy	15,257 +87	+0.6%	+$54.4K	2.79%	11
2025 Q4	$9.5M	Hold	15,170	–	–	2.91%	12
2025 Q3	$9.29M	Sell	15,170 -83	-0.5%	-$48.9K	3.27%	11
2025 Q2	$8.66M	Buy	+15,253	New	+$8.02M	3.35%	11

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Alpha Financial Advisors's VOO Position: Q3 2026 in Review

Alpha Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 4.5% in Q3 2026, selling an estimated $476K and leaving 14,425 shares worth $10.1M. The position accounts for 2.66% of the portfolio, ranked #12.

Alpha Financial Advisors first reported a position in VOO in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.4M in Q2 2026. 2,804 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Alpha Financial Advisors held 14,425 shares of Vanguard S&P 500 ETF worth $10.1M as of Q3 2026.
Alpha Financial Advisors sold 682 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $476K.
Vanguard S&P 500 ETF made up 2.66% of Alpha Financial Advisors's portfolio in Q3 2026, its #12 holding.
Alpha Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
Alpha Financial Advisors's Vanguard S&P 500 ETF position peaked at $10.4M in Q2 2026.
2,804 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Alpha Financial Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.