Broadway Wealth Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Broadway Wealth Solutions’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	$753K	Buy	+1,074	New	+$750K	0.34%	27

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Broadway Wealth Solutions's VOO Position: Q3 2026 in Review

Broadway Wealth Solutions opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 1,074 shares worth $753K. The stake represents 0.34% of the portfolio and ranks #27 among its holdings.

2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Broadway Wealth Solutions held 1,074 shares of Vanguard S&P 500 ETF worth $753K as of Q3 2026.
Vanguard S&P 500 ETF was a new Broadway Wealth Solutions position in Q3 2026.
Vanguard S&P 500 ETF made up 0.34% of Broadway Wealth Solutions's portfolio in Q3 2026, its #27 holding.
2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.