CLG LLC
VOO icon

CLG LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

CLG LLC’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 		$1.14M Sell
1,633
-24
-1% -$16.8K 0.24% 54
2026
Q2 		$1.14M Sell
1,657
-32
-2% -$21.3K 0.25% 58
2026
Q1 		$1.01M Sell
1,689
-23
-1% -$14.4K 0.25% 51
2025
Q4 		$1.07M Sell
1,712
-11
-0.6% -$6.84K 0.27% 50
2025
Q3 		$1.06M Buy
1,723
+53
+3% +$31.2K 0.29% 48
2025
Q2 		$949K Hold
1,670
– – 0.3% 52
2025
Q1 		$858K Buy
1,670
+55
+3% +$29.7K 0.3% 54
2024
Q4 		$870K Buy
+1,615
New +$875K 0.31% 54

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CLG LLC's VOO Position: Q3 2026 in Review

CLG LLC reduced its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q3 2026, selling an estimated $16.8K and leaving 1,633 shares worth $1.14M. The position accounts for 0.24% of the portfolio, ranked #54.

CLG LLC first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • CLG LLC held 1,633 shares of Vanguard S&P 500 ETF worth $1.14M as of Q3 2026.
  • CLG LLC sold 24 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $16.8K.
  • Vanguard S&P 500 ETF made up 0.24% of CLG LLC's portfolio in Q3 2026, its #54 holding.
  • CLG LLC first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.