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

BetterWealth’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 		$2.09M Buy
2,980
+14
+0.5% +$9.8K 0.35% 23
2026
Q2 		$2.04M Sell
2,966
-3
-0.1% -$2K 0.36% 25
2026
Q1 		$1.77M Buy
2,969
+203
+7% +$127K 0.35% 25
2025
Q4 		$1.73M Buy
2,766
+1
+0% +$621 0.4% 24
2025
Q3 		$1.69M Buy
2,765
+35
+1% +$20.6K 0.4% 23
2025
Q2 		$1.55M Hold
2,730
– – 0.4% 22
2025
Q1 		$1.4M Sell
2,730
-20
-0.7% -$10.8K 0.39% 24
2024
Q4 		$1.48M Hold
2,750
– – 0.41% 26
2024
Q3 		$1.45M Hold
2,750
– – 0.43% 23
2024
Q2 		$1.38M Hold
2,750
– – 0.44% 25
2024
Q1 		$1.32M Buy
+2,750
New +$1.26M 0.43% 26

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

BetterWealth's VOO Position: Q3 2026 in Review

BetterWealth increased its Vanguard S&P 500 ETF (VOO) stake by 0.47% in Q3 2026, buying an estimated $9.8K and bringing the position to 2,980 shares worth $2.09M. The position accounts for 0.35% of the portfolio, ranked #23.

BetterWealth first reported a position in VOO in Q1 2024 and has held it in 11 quarters since. 823 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • BetterWealth held 2,980 shares of Vanguard S&P 500 ETF worth $2.09M as of Q3 2026.
  • BetterWealth bought 14 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $9.8K.
  • Vanguard S&P 500 ETF made up 0.35% of BetterWealth's portfolio in Q3 2026, its #23 holding.
  • BetterWealth first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
  • 823 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.