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Boyd Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Boyd Wealth Management’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 		$62.6M Buy
89,348
+5,887
+7% +$4.11M 21.92% 1
2026
Q2 		$57.3M Sell
83,461
-385
-0.5% -$257K 21.7% 1
2026
Q1 		$50.1M Buy
83,846
+2,214
+3% +$1.38M 21.18% 1
2025
Q4 		$51.2M Sell
81,632
-731
-0.9% -$454K 21.71% 1
2025
Q3 		$50.4M Buy
82,363
+277
+0.3% +$163K 21.72% 1
2025
Q2 		$46.6M Buy
82,086
+22,688
+38% +$11.9M 20.19% 1
2025
Q1 		$30.5M Sell
59,398
-20,590
-26% -$11.1M 15.21% 2
2024
Q4 		$43.1M Sell
79,988
-4,867
-6% -$2.64M 21.25% 1
2024
Q3 		$44.8M Buy
84,855
+1,304
+2% +$663K 22.68% 1
2024
Q2 		$41.8M Buy
83,551
+1,575
+2% +$758K 23.06% 1
2024
Q1 		$39.4M Buy
81,976
+17,073
+26% +$7.81M 22.51% 1
2023
Q4 		$28.3M Buy
64,903
+15,516
+31% +$6.35M 17.63% 1
2023
Q3 		$19.4M Buy
49,387
+6,921
+16% +$2.83M 13.03% 2
2023
Q2 		$17.3M Buy
42,466
+678
+2% +$262K 10.51% 2
2023
Q1 		$15.7M Buy
41,788
+10,120
+32% +$3.71M 10.91% 3
2022
Q4 		$11.1M Sell
31,668
-2,949
-9% -$1.04M 8.17% 5
2022
Q3 		$11.4M Buy
34,617
+3,142
+10% +$1.15M 9.09% 3
2022
Q2 		$10.9M Sell
31,475
-6,234
-17% -$2.35M 8.92% 3
2022
Q1 		$15.7M Sell
37,709
-10,156
-21% -$4.16M 11.71% 3
2021
Q4 		$20.9M Buy
+47,865
New +$20.2M 15.17% 1

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

Boyd Wealth Management's VOO Position: Q3 2026 in Review

Boyd Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 7.1% in Q3 2026, buying an estimated $4.11M and bringing the position to 89,348 shares worth $62.6M. The position accounts for 21.92% of the portfolio, ranked #1.

Boyd Wealth Management first reported a position in VOO in Q4 2021 and has held it in 20 quarters since. 964 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Boyd Wealth Management held 89,348 shares of Vanguard S&P 500 ETF worth $62.6M as of Q3 2026.
  • Boyd Wealth Management bought 5,887 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $4.11M.
  • Vanguard S&P 500 ETF made up 21.92% of Boyd Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Boyd Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • 964 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.