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

Altus Wealth 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	$302K	Buy	431 +1	+0.2%	+$698	0.11%	103
2026 Q2	$295K	Hold	430	–	–	0.11%	114
2026 Q1	$257K	Hold	430	–	–	0.11%	118
2025 Q4	$270K	Buy	430 +26	+6%	+$16.2K	0.11%	114
2025 Q3	$247K	Buy	+404	New	+$238K	0.1%	119
2023 Q4	–	Sell	-1,084	Closed	-$426K	–	143
2023 Q3	$426K	Hold	1,084	–	–	0.27%	83
2023 Q2	$441K	Buy	1,084 +103	+10%	+$39.7K	0.27%	85
2023 Q1	$369K	Buy	+981	New	+$360K	0.25%	90
2021 Q2	–	Sell	-343	Closed	-$131K	–	166
2021 Q1	$131K	Sell	343 -200	-37%	-$70.9K	0.13%	109
2020 Q4	$187K	Buy	+543	New	+$177K	0.18%	100

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Altus Wealth Group's VOO Position: Q3 2026 in Review

Altus Wealth Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.23% in Q3 2026, buying an estimated $698 and bringing the position to 431 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #103.

Altus Wealth Group first reported a position in VOO in Q4 2020 and has held it in 10 quarters since. The position peaked at $441K in Q2 2023. 1,972 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Altus Wealth Group held 431 shares of Vanguard S&P 500 ETF worth $302K as of Q3 2026.
Altus Wealth Group bought 1 Vanguard S&P 500 ETF share in Q3 2026, an estimated $698.
Vanguard S&P 500 ETF made up 0.11% of Altus Wealth Group's portfolio in Q3 2026, its #103 holding.
Altus Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 10 quarters since.
Altus Wealth Group's Vanguard S&P 500 ETF position peaked at $441K in Q2 2023.
1,972 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.