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

Aspect 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	$196K	Hold	280	–	–	0.07%	84
2026 Q2	$192K	Hold	280	–	–	0.07%	84
2026 Q1	$167K	Hold	280	–	–	0.07%	83
2025 Q4	$176K	Sell	280 -48	-15%	-$29.8K	0.08%	83
2025 Q3	$201K	Hold	328	–	–	0.09%	75
2025 Q2	$186K	Sell	328 -2,287	-87%	-$1.2M	0.09%	80
2025 Q1	$1.34M	Buy	2,615 +1,575	+151%	+$851K	0.77%	24
2024 Q4	$560K	Buy	1,040 +992	+2,067%	+$537K	0.32%	35
2024 Q3	$25.3K	Hold	48	–	–	0.01%	165
2024 Q2	$24K	Hold	48	–	–	0.01%	168
2024 Q1	$23.1K	Hold	48	–	–	0.02%	168
2023 Q4	$21K	Buy	+48	New	+$19.7K	0.01%	166

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Aspect Partners's VOO Position: Q3 2026 in Review

Aspect Partners held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 280 shares worth $196K. The position accounts for 0.07% of the portfolio, ranked #84.

Aspect Partners first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.34M in Q1 2025. 1,402 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Aspect Partners held 280 shares of Vanguard S&P 500 ETF worth $196K as of Q3 2026.
Aspect Partners left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
Vanguard S&P 500 ETF made up 0.07% of Aspect Partners's portfolio in Q3 2026, its #84 holding.
Aspect Partners first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Vanguard S&P 500 ETF position peaked at $1.34M in Q1 2025.
1,402 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.