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

Centerpoint 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	$2M	Buy	2,848 +2,375	+502%	+$1.66M	0.55%	25
2026 Q2	$325K	Hold	473	–	–	0.09%	71
2026 Q1	$283K	Hold	473	–	–	0.09%	74
2025 Q4	$297K	Hold	473	–	–	0.09%	75
2025 Q3	$290K	Hold	473	–	–	0.09%	75
2025 Q2	$269K	Sell	473 -8	-2%	-$4.2K	0.09%	74
2025 Q1	$247K	Hold	481	–	–	0.09%	77
2024 Q4	$259K	Buy	481 +455	+1,750%	+$246K	0.09%	81
2024 Q3	$14K	Buy	26 +8	+44%	+$4.07K	﹤0.01%	329
2024 Q2	$9K	Buy	+18	New	+$8.66K	﹤0.01%	357
2022 Q3	–	Sell	-5,776	Closed	-$2M	–	421
2022 Q2	$2M	Buy	+5,776	New	+$2.18M	1.02%	20

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Centerpoint Advisors's VOO Position: Q3 2026 in Review

Centerpoint Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 502% in Q3 2026, buying an estimated $1.66M and bringing the position to 2,848 shares worth $2M. The position accounts for 0.55% of the portfolio, ranked #25.

Centerpoint Advisors first reported a position in VOO in Q2 2022 and has held it in 11 quarters since. The position peaked at $2M in Q2 2022. 2,794 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Centerpoint Advisors held 2,848 shares of Vanguard S&P 500 ETF worth $2M as of Q3 2026.
Centerpoint Advisors bought 2,375 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.66M.
Vanguard S&P 500 ETF made up 0.55% of Centerpoint Advisors's portfolio in Q3 2026, its #25 holding.
Centerpoint Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 11 quarters since.
Centerpoint Advisors's Vanguard S&P 500 ETF position peaked at $2M in Q2 2022.
2,794 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.