Alterna Wealth Management
VOO icon

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

Alterna 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 		$2.36M Buy
3,367
+10
+0.3% +$6.98K 1.31% 22
2026
Q2 		$2.31M Hold
3,357
– – 1.32% 29
2026
Q1 		$2.01M Buy
3,357
+1
+0% +$625 1.52% 22
2025
Q4 		$2.1M Sell
3,356
-25
-0.7% -$15.5K 1.75% 18
2025
Q3 		$2.07M Sell
3,381
-260
-7% -$153K 1.7% 17
2025
Q2 		$2.07M Buy
3,641
+158
+5% +$83K 1.66% 15
2025
Q1 		$1.79M Buy
3,483
+41
+1% +$22.2K 1.36% 18
2024
Q4 		$1.85M Hold
3,442
– – 1.56% 17
2024
Q3 		$1.82M Buy
3,442
+1,799
+109% +$914K 1.63% 16
2024
Q2 		$822K Sell
1,643
-1,438
-47% -$692K 0.72% 39
2024
Q1 		$1.48M Sell
3,081
-3,074
-50% -$1.41M 1.2% 19
2023
Q4 		$2.69M Sell
6,155
-319
-5% -$131K 3.23% 8
2023
Q3 		$2.54M Sell
6,474
-461
-7% -$189K 3.25% 7
2023
Q2 		$2.82M Buy
6,935
+971
+16% +$375K 3.27% 7
2023
Q1 		$2.24M Buy
5,964
+2,453
+70% +$900K 2.81% 9
2022
Q4 		$1.23M Hold
3,511
– – 1.38% 20
2022
Q3 		$1.15M Buy
3,511
+585
+20% +$214K 1.37% 24
2022
Q2 		$1.02M Buy
2,926
+1,175
+67% +$443K 1.03% 27
2022
Q1 		$727K Buy
+1,751
New +$717K 0.61% 37
2019
Q1 		– Sell
-1,885
Closed -$419K – 323
2018
Q4 		$419K Buy
+1,885
New +$467K 0.07% 205

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

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

Alterna Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.3% in Q3 2026, buying an estimated $6.98K and bringing the position to 3,367 shares worth $2.36M. The position accounts for 1.31% of the portfolio, ranked #22.

Alterna Wealth Management first reported a position in VOO in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.82M in Q2 2023. 2,199 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Alterna Wealth Management held 3,367 shares of Vanguard S&P 500 ETF worth $2.36M as of Q3 2026.
  • Alterna Wealth Management bought 10 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $6.98K.
  • Vanguard S&P 500 ETF made up 1.31% of Alterna Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Alterna Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 20 quarters since.
  • Alterna Wealth Management's Vanguard S&P 500 ETF position peaked at $2.82M in Q2 2023.
  • 2,199 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.