Avid Wealth Partners
VOO icon

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

Avid 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 		$652K Buy
930
+1
+0.1% +$698 0.3% 39
2026
Q2 		$638K Buy
929
+70
+8% +$46.7K 0.31% 38
2026
Q1 		$513K Buy
859
+225
+35% +$141K 0.24% 44
2025
Q4 		$398K Sell
634
-338
-35% -$210K 0.19% 44
2025
Q3 		$597K Buy
+972
New +$573K 0.3% 37

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National Mutual Insurance Federation of Agricultural Cooperatives
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Meitav Investment House
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CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

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

Avid Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 0.11% in Q3 2026, buying an estimated $698 and bringing the position to 930 shares worth $652K. The position accounts for 0.3% of the portfolio, ranked #39.

Avid Wealth Partners first reported a position in VOO in Q3 2025 and has held it in 5 quarters since. 2,330 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Avid Wealth Partners held 930 shares of Vanguard S&P 500 ETF worth $652K as of Q3 2026.
  • Avid Wealth Partners bought 1 Vanguard S&P 500 ETF share in Q3 2026, an estimated $698.
  • Vanguard S&P 500 ETF made up 0.3% of Avid Wealth Partners's portfolio in Q3 2026, its #39 holding.
  • Avid Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.