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

Austin 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	$1.16M	Buy	1,633 +375	+30%	+$262K	0.24%	54
2026 Q2	$859K	Sell	1,258 -651	-34%	-$434K	0.18%	64
2026 Q1	$1.16M	Sell	1,909 -830	-30%	-$519K	0.26%	54
2025 Q4	$1.74M	Buy	2,739 +1,009	+58%	+$627K	0.26%	59
2025 Q3	$1.06M	Sell	1,730 -9	-0.5%	-$5.3K	0.17%	75
2025 Q2	$1.01M	Sell	1,739 -1,734	-50%	-$911K	0.18%	68
2025 Q1	$1.74M	Buy	3,473 +1,547	+80%	+$836K	0.35%	48
2024 Q4	$1.06M	Sell	1,926 -77	-4%	-$41.7K	0.22%	59
2024 Q3	$1.05M	Hold	2,003	–	–	0.23%	54
2024 Q2	$1.02M	Buy	2,003 +2	+0.1%	+$962	0.24%	56
2024 Q1	$975K	Buy	2,001 +133	+7%	+$60.9K	0.24%	54
2023 Q4	$857K	Sell	1,868 -678	-27%	-$278K	0.23%	54
2023 Q3	$1.07M	Buy	+2,546	New	+$1.04M	0.33%	45

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

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

Austin Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 30% in Q3 2026, buying an estimated $262K and bringing the position to 1,633 shares worth $1.16M. The position accounts for 0.24% of the portfolio, ranked #54.

Austin Wealth Management first reported a position in VOO in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.74M in Q1 2025. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Austin Wealth Management held 1,633 shares of Vanguard S&P 500 ETF worth $1.16M as of Q3 2026.
Austin Wealth Management bought 375 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $262K.
Vanguard S&P 500 ETF made up 0.24% of Austin Wealth Management's portfolio in Q3 2026, its #54 holding.
Austin Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 13 quarters since.
Austin Wealth Management's Vanguard S&P 500 ETF position peaked at $1.74M in Q1 2025.
2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Austin Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.