Boyce & Associates Wealth Consulting’s Vanguard S&P 500 ETF VOO Stock Holding History

Boyce & Associates Wealth Consulting’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	$2.71M	Sell	3,863 -9	-0.2%	-$6.29K	1.64%	18
2026 Q2	$2.66M	Buy	3,872 +669	+21%	+$446K	1.84%	14
2026 Q1	$1.91M	Buy	3,203 +738	+30%	+$462K	1.45%	17
2025 Q4	$1.55M	Sell	2,465 -65	-3%	-$40.4K	1.3%	18
2025 Q3	$1.55M	Sell	2,530 -1,078	-30%	-$635K	1.27%	18
2025 Q2	$1.92M	Buy	3,608 +1,991	+123%	+$1.05M	1.76%	15
2025 Q1	$831K	Hold	1,617	–	–	0.83%	26
2024 Q4	$871K	Buy	1,617 +63	+4%	+$34.1K	0.88%	27
2024 Q3	$820K	Hold	1,554	–	–	0.85%	23
2024 Q2	$777K	Buy	1,554 +4	+0.3%	+$1.92K	0.91%	21
2024 Q1	$745K	Buy	1,550 +5	+0.3%	+$2.29K	0.96%	19
2023 Q4	$675K	Hold	1,545	–	–	0.98%	18
2023 Q3	$607K	Hold	1,545	–	–	1.01%	18
2023 Q2	$629K	Hold	1,545	–	–	1.05%	18
2023 Q1	$581K	Buy	+1,545	New	+$567K	1.04%	23
2022 Q2	–	Sell	-7,500	Closed	-$3.11M	–	57
2022 Q1	$3.11M	Buy	+7,500	New	+$3.07M	4.65%	5

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Boyce & Associates Wealth Consulting's VOO Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting reduced its Vanguard S&P 500 ETF (VOO) stake by 0.23% in Q3 2026, selling an estimated $6.29K and leaving 3,863 shares worth $2.71M. The position accounts for 1.64% of the portfolio, ranked #18.

Boyce & Associates Wealth Consulting first reported a position in VOO in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.11M in Q1 2022. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Boyce & Associates Wealth Consulting held 3,863 shares of Vanguard S&P 500 ETF worth $2.71M as of Q3 2026.
Boyce & Associates Wealth Consulting sold 9 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $6.29K.
Vanguard S&P 500 ETF made up 1.64% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #18 holding.
Boyce & Associates Wealth Consulting first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 16 quarters since.
Boyce & Associates Wealth Consulting's Vanguard S&P 500 ETF position peaked at $3.11M in Q1 2022.
1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.