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

Compass Ion 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	$3.17M	Buy	4,524 +643	+17%	+$449K	0.27%	43
2026 Q2	$2.67M	Buy	3,881 +41	+1%	+$27.3K	0.23%	54
2026 Q1	$2.29M	Buy	3,840 +230	+6%	+$144K	0.22%	55
2025 Q4	$2.26M	Buy	3,610 +4	+0.1%	+$2.49K	0.22%	56
2025 Q3	$2.21M	Buy	3,606 +344	+11%	+$203K	0.21%	55
2025 Q2	$1.85M	Buy	3,262 +511	+19%	+$269K	0.2%	57
2025 Q1	$1.41M	Sell	2,751 -181	-6%	-$97.8K	0.17%	75
2024 Q4	$1.58M	Buy	2,932 +106	+4%	+$57.4K	0.19%	70
2024 Q3	$1.49M	Sell	2,826 -745	-21%	-$379K	0.18%	70
2024 Q2	$1.72M	Hold	3,571	–	–	0.25%	56
2024 Q1	$1.72M	Buy	3,571 +1,094	+44%	+$501K	0.25%	57
2023 Q4	$1.08M	Sell	2,477 -3,255	-57%	-$1.33M	0.17%	85
2023 Q3	$2.25M	Buy	+5,732	New	+$2.34M	0.39%	39
2022 Q1	–	Sell	-723	Closed	-$316K	–	106
2021 Q4	$316K	Sell	723 -743	-51%	-$314K	0.1%	71
2021 Q3	$578K	Buy	1,466 +203	+16%	+$82.4K	0.21%	49
2021 Q2	$497K	Buy	1,263 +117	+10%	+$44.9K	0.19%	50
2021 Q1	$418K	Buy	1,146 +141	+14%	+$50K	0.17%	52
2020 Q4	$345K	Buy	+1,005	New	+$328K	0.13%	57

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

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Compass Ion Advisors's VOO Position: Q3 2026 in Review

Compass Ion Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q3 2026, buying an estimated $449K and bringing the position to 4,524 shares worth $3.17M. The position accounts for 0.27% of the portfolio, ranked #43.

Compass Ion Advisors first reported a position in VOO in Q4 2020 and has held it in 18 quarters since. 2,071 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Compass Ion Advisors held 4,524 shares of Vanguard S&P 500 ETF worth $3.17M as of Q3 2026.
Compass Ion Advisors bought 643 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $449K.
Vanguard S&P 500 ETF made up 0.27% of Compass Ion Advisors's portfolio in Q3 2026, its #43 holding.
Compass Ion Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 18 quarters since.
2,071 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.