Aprio Wealth Management
VOO icon

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

Aprio 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 		$10.2M Buy
14,576
+5,319
+57% +$3.72M 0.47% 56
2026
Q2 		$6.36M Sell
9,257
-1,663
-15% -$1.11M 0.31% 71
2026
Q1 		$6.53M Buy
10,920
+1,228
+13% +$768K 0.36% 58
2025
Q4 		$6.08M Buy
9,692
+4,168
+75% +$2.59M 0.35% 61
2025
Q3 		$3.38M Buy
5,524
+66
+1% +$38.9K 0.34% 54
2025
Q2 		$3.1M Buy
5,458
+10
+0.2% +$5.26K 0.35% 49
2025
Q1 		$2.8M Buy
5,448
+4,448
+445% +$2.4M 0.35% 52
2024
Q4 		$539K Buy
1,000
+145
+17% +$78.5K 0.08% 128
2024
Q3 		$451K Sell
855
-108
-11% -$54.9K 0.07% 131
2024
Q2 		$482K Buy
963
+83
+9% +$39.9K 0.09% 111
2024
Q1 		$423K Sell
880
-844
-49% -$386K 0.08% 112
2023
Q4 		$753K Sell
1,724
-103
-6% -$42.2K 0.17% 73
2023
Q3 		$717K Buy
1,827
+229
+14% +$93.6K 0.2% 63
2023
Q2 		$651K Buy
1,598
+506
+46% +$195K 0.18% 62
2023
Q1 		$411K Sell
1,092
-91
-8% -$33.4K 0.13% 76
2022
Q4 		$416K Buy
1,183
+250
+27% +$88.3K 0.15% 73
2022
Q3 		$306K Buy
+933
New +$341K 0.12% 74

Other funds holding VOO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return
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

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

Aprio Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 57% in Q3 2026, buying an estimated $3.72M and bringing the position to 14,576 shares worth $10.2M. The position accounts for 0.47% of the portfolio, ranked #56.

Aprio Wealth Management first reported a position in VOO in Q3 2022 and has held it in 17 quarters since. 3,467 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Aprio Wealth Management held 14,576 shares of Vanguard S&P 500 ETF worth $10.2M as of Q3 2026.
  • Aprio Wealth Management bought 5,319 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $3.72M.
  • Vanguard S&P 500 ETF made up 0.47% of Aprio Wealth Management's portfolio in Q3 2026, its #56 holding.
  • Aprio Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 17 quarters since.
  • 3,467 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.