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Castleview Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Castleview Partners’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 		$2.59M Buy
3,697
+75
+2% +$52.4K 1.14% 19
2026
Q2 		$2.49M Buy
3,622
+52
+1% +$34.7K 1.09% 17
2026
Q1 		$2.13M Buy
3,570
+509
+17% +$318K 1.09% 19
2025
Q4 		$1.92M Sell
3,061
-888
-22% -$552K 0.95% 22
2025
Q3 		$2.42M Buy
3,949
+2,208
+127% +$1.3M 1.31% 18
2025
Q2 		$989K Sell
1,741
-822
-32% -$432K 0.64% 35
2025
Q1 		$1.32M Buy
2,563
+1,278
+99% +$691K 0.89% 26
2024
Q4 		$691K Sell
1,285
-1
-0.1% -$542 0.37% 65
2024
Q3 		$678K Buy
1,286
+20
+2% +$10.2K 0.39% 60
2024
Q2 		$633K Buy
1,266
+393
+45% +$189K 0.36% 64
2024
Q1 		$420K Hold
873
– – 0.23% 100
2023
Q4 		$381K Sell
873
-58
-6% -$23.7K 0.27% 86
2023
Q3 		$366K Buy
931
+62
+7% +$25.4K 0.34% 65
2023
Q2 		$354K Sell
869
-458
-35% -$177K 0.32% 70
2023
Q1 		$499K Buy
1,327
+42
+3% +$15.4K 0.44% 51
2022
Q4 		$451K Hold
1,285
– – 0.44% 53
2022
Q3 		$422K Buy
1,285
+1,231
+2,280% +$450K 0.4% 56
2022
Q2 		$6.99K Sell
54
-1,612
-97% -$607K 0.01% 500
2022
Q1 		$691K Buy
+1,666
New +$682K 0.43% 43
2021
Q2 		$1.33M Buy
+3,386
New +$1.3M 0.58% 34
2018
Q1 		$17.4M Buy
+71,874
New +$18M 14.38% 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

Castleview Partners's VOO Position: Q3 2026 in Review

Castleview Partners increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q3 2026, buying an estimated $52.4K and bringing the position to 3,697 shares worth $2.59M. The position accounts for 1.14% of the portfolio, ranked #19.

Castleview Partners first reported a position in VOO in Q1 2018 and has held it in 21 quarters since. The position peaked at $17.4M in Q1 2018. 955 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Castleview Partners held 3,697 shares of Vanguard S&P 500 ETF worth $2.59M as of Q3 2026.
  • Castleview Partners bought 75 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $52.4K.
  • Vanguard S&P 500 ETF made up 1.14% of Castleview Partners's portfolio in Q3 2026, its #19 holding.
  • Castleview Partners first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 21 quarters since.
  • Castleview Partners's Vanguard S&P 500 ETF position peaked at $17.4M in Q1 2018.
  • 955 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.