Benchmark Financial
VOO icon

Benchmark Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Benchmark Financial’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 		$1.32M Sell
1,878
-3
-0.2% -$2.1K 1.01% 21
2026
Q2 		$1.29M Sell
1,881
-27
-1% -$18K 1.05% 20
2026
Q1 		$1.14M Buy
1,908
+50
+3% +$31.3K 1.02% 20
2025
Q4 		$1.17M Buy
+1,858
New +$1.15M 1.16% 20

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
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
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Benchmark Financial's VOO Position: Q3 2026 in Review

Benchmark Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 0.16% in Q3 2026, selling an estimated $2.1K and leaving 1,878 shares worth $1.32M. The position accounts for 1.01% of the portfolio, ranked #21.

Benchmark Financial first reported a position in VOO in Q4 2025 and has held it in 4 quarters since. 2,692 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Benchmark Financial held 1,878 shares of Vanguard S&P 500 ETF worth $1.32M as of Q3 2026.
  • Benchmark Financial sold 3 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $2.1K.
  • Vanguard S&P 500 ETF made up 1.01% of Benchmark Financial's portfolio in Q3 2026, its #21 holding.
  • Benchmark Financial first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,692 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.