Commonwealth Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Commonwealth Financial Services’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	$363K	Sell	518 -83	-14%	-$58K	0.06%	155
2026 Q2	$413K	Buy	601 +49	+9%	+$32.7K	0.06%	170
2026 Q1	$330K	Buy	552 +86	+18%	+$53.8K	0.05%	167
2025 Q4	$292K	Buy	466 +25	+6%	+$15.5K	0.05%	168
2025 Q3	$270K	Buy	441 +88	+25%	+$51.9K	0.05%	178
2025 Q2	$201K	Buy	+353	New	+$186K	0.04%	206

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 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

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Commonwealth Financial Services's VOO Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Vanguard S&P 500 ETF (VOO) stake by 14% in Q3 2026, selling an estimated $58K and leaving 518 shares worth $363K. The position accounts for 0.06% of the portfolio, ranked #155.

Commonwealth Financial Services first reported a position in VOO in Q2 2025 and has held it in 6 quarters since. The position peaked at $413K in Q2 2026. 1,781 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Commonwealth Financial Services held 518 shares of Vanguard S&P 500 ETF worth $363K as of Q3 2026.
Commonwealth Financial Services sold 83 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $58K.
Vanguard S&P 500 ETF made up 0.06% of Commonwealth Financial Services's portfolio in Q3 2026, its #155 holding.
Commonwealth Financial Services first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
Commonwealth Financial Services's Vanguard S&P 500 ETF position peaked at $413K in Q2 2026.
1,781 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.