Catalyst Private Wealth
VOO icon

Catalyst Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Catalyst Private Wealth’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 		$1.8M Buy
2,572
+12
+0.5% +$8.38K 0.75% 28
2026
Q2 		$1.76M Buy
2,560
+27
+1% +$18K 0.85% 27
2026
Q1 		$1.51M Buy
2,533
+65
+3% +$40.7K 0.82% 27
2025
Q4 		$1.55M Buy
2,468
+59
+2% +$36.7K 0.68% 27
2025
Q3 		$1.48M Buy
2,409
+124
+5% +$73.1K 0.65% 26
2025
Q2 		$1.3M Buy
2,285
+277
+14% +$146K 0.58% 28
2025
Q1 		$1.03M Buy
2,008
+403
+25% +$218K 0.5% 29
2024
Q4 		$865K Buy
1,605
+111
+7% +$60.1K 0.39% 36
2024
Q3 		$788K Buy
1,494
+20
+1% +$10.2K 0.39% 37
2024
Q2 		$737K Buy
1,474
+172
+13% +$82.8K 0.39% 40
2024
Q1 		$626K Buy
1,302
+314
+32% +$144K 0.33% 44
2023
Q4 		$432K Buy
+988
New +$404K 0.2% 59
2023
Q3 		– Sell
-879
Closed -$358K – 74
2023
Q2 		$358K Hold
879
– – 0.22% 55
2023
Q1 		$331K Buy
879
+2
+0.2% +$733 0.23% 63
2022
Q4 		$308K Buy
+877
New +$310K 0.25% 60
2022
Q2 		– Sell
-499
Closed -$207K – 81
2022
Q1 		$207K Sell
499
-750
-60% -$307K 0.1% 74
2021
Q4 		$545K Buy
1,249
+366
+41% +$154K 0.23% 52
2021
Q3 		$348K Buy
883
+26
+3% +$10.5K 0.15% 56
2021
Q2 		$337K Buy
857
+215
+33% +$82.5K 0.19% 55
2021
Q1 		$234K Buy
642
+23
+4% +$8.16K 0.16% 58
2020
Q4 		$213K Buy
619
+563
+1,005% +$184K 0.19% 55
2020
Q3 		$17K Buy
+56
New +$17.1K 0.02% 181

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Catalyst Private Wealth's VOO Position: Q3 2026 in Review

Catalyst Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 0.47% in Q3 2026, buying an estimated $8.38K and bringing the position to 2,572 shares worth $1.8M. The position accounts for 0.75% of the portfolio, ranked #28.

Catalyst Private Wealth first reported a position in VOO in Q3 2020 and has held it in 22 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Catalyst Private Wealth held 2,572 shares of Vanguard S&P 500 ETF worth $1.8M as of Q3 2026.
  • Catalyst Private Wealth bought 12 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $8.38K.
  • Vanguard S&P 500 ETF made up 0.75% of Catalyst Private Wealth's portfolio in Q3 2026, its #28 holding.
  • Catalyst Private Wealth first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 22 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.