Clune & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Clune & Associates’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	$41M	Buy	58,458 +277	+0.5%	+$193K	6.26%	2
2026 Q2	$40M	Buy	58,181 +20,894	+56%	+$13.9M	6.04%	2
2026 Q1	$22.3M	Buy	37,287 +14,601	+64%	+$9.13M	4.19%	3
2025 Q4	$14.2M	Buy	22,686 +4,739	+26%	+$2.95M	3.07%	7
2025 Q3	$11M	Buy	17,947 +808	+5%	+$476K	2.75%	8
2025 Q2	$9.7M	Buy	17,139 +1,076	+7%	+$565K	2.67%	8
2025 Q1	$8.25M	Buy	16,063 +1,520	+10%	+$822K	2.54%	8
2024 Q4	$7.84M	Buy	+14,543	New	+$7.88M	2.6%	9

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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 Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Clune & Associates's VOO Position: Q3 2026 in Review

Clune & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 0.48% in Q3 2026, buying an estimated $193K and bringing the position to 58,458 shares worth $41M. The position accounts for 6.26% of the portfolio, ranked #2.

Clune & Associates first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 964 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Clune & Associates held 58,458 shares of Vanguard S&P 500 ETF worth $41M as of Q3 2026.
Clune & Associates bought 277 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $193K.
Vanguard S&P 500 ETF made up 6.26% of Clune & Associates's portfolio in Q3 2026, its #2 holding.
Clune & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
964 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.