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

Atticus 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	$2.04M	Buy	2,907 +1,005	+53%	+$702K	0.45%	42
2026 Q2	$1.31M	Buy	1,902 +73	+4%	+$48.7K	0.31%	54
2026 Q1	$1.09M	Buy	1,829 +24	+1%	+$15K	0.3%	55
2025 Q4	$1.13M	Buy	1,805 +37	+2%	+$23K	0.28%	54
2025 Q3	$1.08M	Buy	1,768 +39	+2%	+$23K	0.27%	56
2025 Q2	$982K	Buy	1,729 +826	+91%	+$434K	0.27%	52
2025 Q1	$464K	Buy	903 +1	+0.1%	+$541	0.15%	77
2024 Q4	$486K	Sell	902 -37	-4%	-$20K	0.15%	73
2024 Q3	$495K	Buy	939 +1	+0.1%	+$508	0.16%	71
2024 Q2	$469K	Hold	938	–	–	0.15%	69
2024 Q1	$451K	Buy	938 +1	+0.1%	+$458	0.15%	73
2023 Q4	$409K	Sell	937 -177	-16%	-$72.5K	0.14%	82
2023 Q3	$438K	Buy	1,114 +1	+0.1%	+$409	0.17%	80
2023 Q2	$453K	Buy	1,113 +810	+267%	+$312K	0.17%	83
2023 Q1	$114K	Buy	303 +21	+7%	+$7.7K	0.04%	162
2022 Q4	$99.1K	Buy	282 +37	+15%	+$13.1K	0.04%	181
2022 Q3	$85K	Hold	245	–	–	0.04%	184
2022 Q2	$85K	Buy	245 +115	+88%	+$43.3K	0.04%	204
2022 Q1	$54K	Buy	+130	New	+$53.2K	0.02%	240

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 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

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

Atticus Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 53% in Q3 2026, buying an estimated $702K and bringing the position to 2,907 shares worth $2.04M. The position accounts for 0.45% of the portfolio, ranked #42.

Atticus Wealth Management first reported a position in VOO in Q1 2022 and has held it in 19 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Atticus Wealth Management held 2,907 shares of Vanguard S&P 500 ETF worth $2.04M as of Q3 2026.
Atticus Wealth Management bought 1,005 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $702K.
Vanguard S&P 500 ETF made up 0.45% of Atticus Wealth Management's portfolio in Q3 2026, its #42 holding.
Atticus Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 19 quarters since.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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