Cove Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Cove Private Wealth’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	$12.4M	Buy	17,661 +2,553	+17%	+$1.78M	2.17%	8
2026 Q2	$10.4M	Buy	15,108 +2,405	+19%	+$1.6M	2%	12
2026 Q1	$7.59M	Buy	12,703 +4,900	+63%	+$3.06M	1.72%	10
2025 Q4	$4.89M	Buy	7,803 +220	+3%	+$137K	1.46%	10
2025 Q3	$4.64M	Buy	7,583 +1,115	+17%	+$657K	1.47%	11
2025 Q2	$3.67M	Buy	6,468 +750	+13%	+$394K	1.3%	15
2025 Q1	$2.94M	Buy	5,718 +1,035	+22%	+$560K	1.55%	15
2024 Q4	$2.52M	Buy	4,683 +251	+6%	+$136K	1.52%	14
2024 Q3	$2.34M	Hold	4,432	–	–	1.81%	13
2024 Q2	$2.22M	Hold	4,432	–	–	1.77%	12
2024 Q1	$2.13M	Hold	4,432	–	–	1.82%	15
2023 Q4	$1.94M	Buy	+4,432	New	+$1.81M	1.83%	14

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

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

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

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

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Cove Private Wealth's VOO Position: Q3 2026 in Review

Cove Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q3 2026, buying an estimated $1.78M and bringing the position to 17,661 shares worth $12.4M. The position accounts for 2.17% of the portfolio, ranked #8.

Cove Private Wealth first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Cove Private Wealth held 17,661 shares of Vanguard S&P 500 ETF worth $12.4M as of Q3 2026.
Cove Private Wealth bought 2,553 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.78M.
Vanguard S&P 500 ETF made up 2.17% of Cove Private Wealth's portfolio in Q3 2026, its #8 holding.
Cove Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.