Ascent Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Ascent Wealth Partners’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	$2.1M	Buy	2,989 +60	+2%	+$41.9K	0.21%	96
2026 Q2	$2.01M	Sell	2,929 -14	-0.5%	-$9.33K	0.2%	96
2026 Q1	$1.76M	Sell	2,943 -355	-11%	-$222K	0.2%	99
2025 Q4	$2.07M	Sell	3,298 -151	-4%	-$93.8K	0.24%	85
2025 Q3	$2.11M	Buy	3,449 +1	+0%	+$589	0.25%	82
2025 Q2	$1.96M	Sell	3,448 -846	-20%	-$445K	0.24%	84
2025 Q1	$2.21M	Buy	4,294 +136	+3%	+$73.5K	0.3%	73
2024 Q4	$2.24M	Sell	4,158 -171	-4%	-$92.6K	0.3%	64
2024 Q3	$2.28M	Sell	4,329 -501	-10%	-$255K	0.32%	64
2024 Q2	$2.42M	Buy	4,830 +1,042	+28%	+$501K	0.35%	59
2024 Q1	$1.82M	Buy	+3,788	New	+$1.73M	0.27%	72

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

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 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

Ascent Wealth Partners's VOO Position: Q3 2026 in Review

Ascent Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 2% in Q3 2026, buying an estimated $41.9K and bringing the position to 2,989 shares worth $2.1M. The position accounts for 0.21% of the portfolio, ranked #96.

Ascent Wealth Partners first reported a position in VOO in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.42M in Q2 2024. 2,804 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Ascent Wealth Partners held 2,989 shares of Vanguard S&P 500 ETF worth $2.1M as of Q3 2026.
Ascent Wealth Partners bought 60 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $41.9K.
Vanguard S&P 500 ETF made up 0.21% of Ascent Wealth Partners's portfolio in Q3 2026, its #96 holding.
Ascent Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
Ascent Wealth Partners's Vanguard S&P 500 ETF position peaked at $2.42M in Q2 2024.
2,804 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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