Camelot Technology Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Camelot Technology 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	$1.98M	Buy	2,829 +64	+2%	+$44.7K	1.33%	17
2026 Q2	$1.9M	Sell	2,765 -89	-3%	-$59.3K	1.28%	18
2026 Q1	$1.71M	Buy	2,854 +7	+0.2%	+$4.38K	1.24%	19
2025 Q4	$1.79M	Buy	2,847 +2,185	+330%	+$1.36M	1.33%	19
2025 Q3	$405K	Hold	662	–	–	0.32%	45
2025 Q2	$376K	Hold	662	–	–	0.32%	44
2025 Q1	$340K	Hold	662	–	–	0.31%	41
2024 Q4	$357K	Sell	662 -23	-3%	-$12.5K	0.32%	42
2024 Q3	$361K	Hold	685	–	–	0.32%	43
2024 Q2	$343K	Hold	685	–	–	0.32%	46
2024 Q1	$329K	Buy	+685	New	+$314K	0.3%	47

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

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Camelot Technology Advisors's VOO Position: Q3 2026 in Review

Camelot Technology Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q3 2026, buying an estimated $44.7K and bringing the position to 2,829 shares worth $1.98M. The position accounts for 1.33% of the portfolio, ranked #17.

Camelot Technology Advisors first reported a position in VOO in Q1 2024 and has held it in 11 quarters since. 1,754 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Camelot Technology Advisors held 2,829 shares of Vanguard S&P 500 ETF worth $1.98M as of Q3 2026.
Camelot Technology Advisors bought 64 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $44.7K.
Vanguard S&P 500 ETF made up 1.33% of Camelot Technology Advisors's portfolio in Q3 2026, its #17 holding.
Camelot Technology Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
1,754 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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