BWG
VOO icon

Boomfish Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Boomfish Wealth Group’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 		$246K Sell
351
-6
-2% -$4.19K 0.11% 93
2026
Q2 		$245K Buy
357
+6
+2% +$4K 0.11% 89
2026
Q1 		$210K Hold
351
– – 0.11% 83
2025
Q4 		$220K Buy
+351
New +$218K 0.12% 83
2025
Q3 		– Sell
-394
Closed -$224K – 88
2025
Q2 		$224K Buy
+394
New +$207K 0.13% 82

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

Boomfish Wealth Group's VOO Position: Q3 2026 in Review

Boomfish Wealth Group reduced its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q3 2026, selling an estimated $4.19K and leaving 351 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #93.

Boomfish Wealth Group first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Boomfish Wealth Group held 351 shares of Vanguard S&P 500 ETF worth $246K as of Q3 2026.
  • Boomfish Wealth Group sold 6 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $4.19K.
  • Vanguard S&P 500 ETF made up 0.11% of Boomfish Wealth Group's portfolio in Q3 2026, its #93 holding.
  • Boomfish Wealth Group first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.