Amplius Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Amplius Wealth 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	$690K	Buy	985 +9	+0.9%	+$6.29K	0.05%	106
2026 Q2	$671K	Buy	976 +185	+23%	+$123K	0.05%	105
2026 Q1	$473K	Sell	791 -1	-0.1%	-$625	0.04%	110
2025 Q4	$497K	Sell	792 -22	-3%	-$13.7K	0.04%	105
2025 Q3	$498K	Sell	814 -1,898	-70%	-$1.12M	0.04%	104
2025 Q2	$1.54M	Buy	2,712 +588	+28%	+$309K	0.14%	65
2025 Q1	$1.09M	Buy	2,124 +18	+0.9%	+$9.7K	0.11%	71
2024 Q4	$1.13M	Buy	2,106 +3	+0.1%	+$1.62K	0.12%	70
2024 Q3	$1.11M	Buy	2,103 +720	+52%	+$366K	0.12%	67
2024 Q2	$692K	Hold	1,383	–	–	0.08%	83
2024 Q1	$665K	Sell	1,383 -302	-18%	-$138K	0.07%	86
2023 Q4	$736K	Buy	1,685 +1	+0.1%	+$409	0.09%	78
2023 Q3	$661K	Hold	1,684	–	–	0.09%	83
2023 Q2	$686K	Buy	+1,684	New	+$650K	0.09%	82
2022 Q1	–	Sell	-270	Closed	-$117K	–	892
2021 Q4	$117K	Buy	+270	New	+$114K	0.02%	231

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

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

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Amplius Wealth Advisors's VOO Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.92% in Q3 2026, buying an estimated $6.29K and bringing the position to 985 shares worth $690K. The position accounts for 0.05% of the portfolio, ranked #106.

Amplius Wealth Advisors first reported a position in VOO in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.54M in Q2 2025. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Amplius Wealth Advisors held 985 shares of Vanguard S&P 500 ETF worth $690K as of Q3 2026.
Amplius Wealth Advisors bought 9 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $6.29K.
Vanguard S&P 500 ETF made up 0.05% of Amplius Wealth Advisors's portfolio in Q3 2026, its #106 holding.
Amplius Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
Amplius Wealth Advisors's Vanguard S&P 500 ETF position peaked at $1.54M in Q2 2025.
2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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