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Colton Groome Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Colton Groome Financial 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 		$586K Sell
837
-7
-0.8% -$4.89K 0.14% 85
2026
Q2 		$580K Sell
844
-4
-0.5% -$2.67K 0.14% 89
2026
Q1 		$507K Sell
848
-148
-15% -$92.6K 0.14% 83
2025
Q4 		$625K Buy
996
+5
+0.5% +$3.11K 0.18% 75
2025
Q3 		$607K Sell
991
-15
-1% -$8.84K 0.19% 74
2025
Q2 		$571K Hold
1,006
– – 0.19% 75
2025
Q1 		$513K Buy
1,006
+130
+15% +$70.3K 0.2% 66
2024
Q4 		$472K Sell
876
-217
-20% -$118K 0.18% 72
2024
Q3 		$577K Sell
1,093
-2
-0.2% -$1.02K 0.22% 68
2024
Q2 		$548K Sell
1,095
-64
-6% -$30.8K 0.22% 65
2024
Q1 		$557K Buy
1,159
+4
+0.3% +$1.83K 0.22% 67
2023
Q4 		$504K Buy
+1,155
New +$473K 0.22% 69

Other funds holding VOO

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Colton Groome Financial Advisors's VOO Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.83% in Q3 2026, selling an estimated $4.89K and leaving 837 shares worth $586K. The position accounts for 0.14% of the portfolio, ranked #85.

Colton Groome Financial Advisors first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. The position peaked at $625K in Q4 2025. 252 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Colton Groome Financial Advisors held 837 shares of Vanguard S&P 500 ETF worth $586K as of Q3 2026.
  • Colton Groome Financial Advisors sold 7 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $4.89K.
  • Vanguard S&P 500 ETF made up 0.14% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #85 holding.
  • Colton Groome Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • Colton Groome Financial Advisors's Vanguard S&P 500 ETF position peaked at $625K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.