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

Cadent Capital 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 		$1.02M Sell
1,450
-202
-12% -$141K 0.22% 93
2026
Q2 		$1.13M Buy
1,652
+138
+9% +$92K 0.23% 92
2026
Q1 		$905K Buy
1,514
+185
+14% +$116K 0.23% 82
2025
Q4 		$833K Sell
1,329
-43
-3% -$26.7K 0.21% 81
2025
Q3 		$840K Buy
1,372
+432
+46% +$255K 0.22% 88
2025
Q2 		$534K Buy
940
+260
+38% +$137K 0.17% 96
2025
Q1 		$350K Buy
680
+16
+2% +$8.65K 0.12% 101
2024
Q4 		$358K Buy
664
+3
+0.5% +$1.63K 0.12% 101
2024
Q3 		$349K Sell
661
-741
-53% -$377K 0.11% 112
2024
Q2 		$701K Buy
1,402
+913
+187% +$439K 0.28% 59
2024
Q1 		$235K Buy
+489
New +$224K 0.09% 119
2022
Q2 		– Sell
-669
Closed -$278K – 147
2022
Q1 		$278K Buy
669
+15
+2% +$6.14K 0.13% 105
2021
Q4 		$285K Sell
654
-11
-2% -$4.64K 0.13% 96
2021
Q3 		$262K Buy
665
+1
+0.2% +$406 0.12% 102
2021
Q2 		$261K Buy
664
+1
+0.2% +$384 0.11% 119
2021
Q1 		$242K Buy
663
+1
+0.2% +$355 0.11% 106
2020
Q4 		$228K Buy
+662
New +$216K 0.11% 101

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Cadent Capital Advisors's VOO Position: Q3 2026 in Review

Cadent Capital Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 12% in Q3 2026, selling an estimated $141K and leaving 1,450 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #93.

Cadent Capital Advisors first reported a position in VOO in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.13M in Q2 2026. 640 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Cadent Capital Advisors held 1,450 shares of Vanguard S&P 500 ETF worth $1.02M as of Q3 2026.
  • Cadent Capital Advisors sold 202 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $141K.
  • Vanguard S&P 500 ETF made up 0.22% of Cadent Capital Advisors's portfolio in Q3 2026, its #93 holding.
  • Cadent Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 17 quarters since.
  • Cadent Capital Advisors's Vanguard S&P 500 ETF position peaked at $1.13M in Q2 2026.
  • 640 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.