Ameliora Wealth Management
VOO icon

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

Ameliora 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 		$1.44M Buy
2,052
+132
+7% +$92.2K 0.41% 44
2026
Q2 		$1.32M Hold
1,920
– – 0.39% 45
2026
Q1 		$1.15M Sell
1,920
-390
-17% -$244K 0.37% 44
2025
Q4 		$1.45M Buy
2,310
+160
+7% +$99.4K 0.44% 40
2025
Q3 		$1.32M Buy
2,150
+120
+6% +$70.7K 0.44% 41
2025
Q2 		$1.15M Buy
2,030
+223
+12% +$117K 0.41% 41
2025
Q1 		$929K Sell
1,807
-1,258
-41% -$680K 0.35% 42
2024
Q4 		$1.65M Sell
3,065
-365
-11% -$198K 0.62% 35
2024
Q3 		$1.81M Buy
3,430
+1,805
+111% +$917K 0.75% 32
2024
Q2 		$813K Buy
1,625
+100
+7% +$48.1K 0.37% 46
2024
Q1 		$733K Buy
1,525
+1,100
+259% +$503K 0.33% 49
2023
Q4 		$186K Buy
+425
New +$174K 0.09% 79
2023
Q3 		– Sell
-290
Closed -$108K – 220
2023
Q2 		$108K Hold
290
– – 0.07% 98
2023
Q1 		$108K Sell
290
-420
-59% -$154K 0.06% 104
2022
Q4 		$249K Buy
+710
New +$251K 0.13% 62
2022
Q3 		– Sell
-782
Closed -$271K – 236
2022
Q2 		$271K Hold
782
– – 0.32% 31
2022
Q1 		$298K Buy
782
+515
+193% +$211K 0.2% 34
2021
Q4 		$106K Buy
+267
New +$113K 0.1% 29

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Ameliora Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.9% in Q3 2026, buying an estimated $92.2K and bringing the position to 2,052 shares worth $1.44M. The position accounts for 0.41% of the portfolio, ranked #44.

Ameliora Wealth Management first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.81M in Q3 2024. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Ameliora Wealth Management held 2,052 shares of Vanguard S&P 500 ETF worth $1.44M as of Q3 2026.
  • Ameliora Wealth Management bought 132 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $92.2K.
  • Vanguard S&P 500 ETF made up 0.41% of Ameliora Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Ameliora Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Ameliora Wealth Management's Vanguard S&P 500 ETF position peaked at $1.81M in Q3 2024.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.