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

Bluesphere Advisors’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 		$4.15M Sell
5,917
-486
-8% -$339K 1.28% 11
2026
Q2 		$4.4M Buy
6,403
+325
+5% +$217K 1.36% 12
2026
Q1 		$3.63M Sell
6,078
-938
-13% -$587K 1.29% 12
2025
Q4 		$4.4M Sell
7,016
-372
-5% -$231K 1.95% 9
2025
Q3 		$4.52M Sell
7,388
-228
-3% -$134K 2.07% 8
2025
Q2 		$4.33M Buy
7,616
+993
+15% +$522K 2.16% 8
2025
Q1 		$3.4M Sell
6,623
-3,082
-32% -$1.67M 1.95% 8
2024
Q4 		$5.23M Sell
9,705
-2,405
-20% -$1.3M 2.56% 10
2024
Q3 		$6.39M Sell
12,110
-217
-2% -$110K 3.16% 7
2024
Q2 		$6.17M Buy
12,327
+250
+2% +$120K 3.14% 7
2024
Q1 		$5.81M Buy
12,077
+1,517
+14% +$694K 3.22% 6
2023
Q4 		$4.61M Sell
10,560
-229
-2% -$93.8K 2.86% 7
2023
Q3 		$4.24M Buy
10,789
+1,021
+10% +$417K 3.05% 7
2023
Q2 		$3.98M Buy
9,768
+3,371
+53% +$1.3M 2.78% 8
2023
Q1 		$2.41M Buy
6,397
+560
+10% +$205K 1.99% 9
2022
Q4 		$2.05M Buy
5,837
+257
+5% +$90.8K 1.82% 9
2022
Q3 		$1.83M Sell
5,580
-402
-7% -$147K 1.83% 9
2022
Q2 		$2.08M Sell
5,982
-150
-2% -$56.5K 2.01% 7
2022
Q1 		$2.55M Sell
6,132
-82
-1% -$33.6K 2.15% 11
2021
Q4 		$2.71M Buy
6,214
+226
+4% +$95.4K 2.25% 10
2021
Q3 		$2.36M Buy
5,988
+90
+2% +$36.5K 2.27% 12
2021
Q2 		$2.32M Sell
5,898
-613
-9% -$235K 2.05% 13
2021
Q1 		$2.37M Buy
6,511
+1,230
+23% +$436K 2.14% 14
2020
Q4 		$1.81M Buy
+5,281
New +$1.72M 1.94% 16

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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 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

Bluesphere Advisors's VOO Position: Q3 2026 in Review

Bluesphere Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 7.6% in Q3 2026, selling an estimated $339K and leaving 5,917 shares worth $4.15M. The position accounts for 1.28% of the portfolio, ranked #11.

Bluesphere Advisors first reported a position in VOO in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.39M in Q3 2024. 940 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Bluesphere Advisors held 5,917 shares of Vanguard S&P 500 ETF worth $4.15M as of Q3 2026.
  • Bluesphere Advisors sold 486 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $339K.
  • Vanguard S&P 500 ETF made up 1.28% of Bluesphere Advisors's portfolio in Q3 2026, its #11 holding.
  • Bluesphere Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • Bluesphere Advisors's Vanguard S&P 500 ETF position peaked at $6.39M in Q3 2024.
  • 940 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.