COWA LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

COWA LLC’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	$277K	Buy	395 +1	+0.3%	+$698	0.07%	152
2026 Q2	$271K	Hold	394	–	–	0.07%	153
2026 Q1	$235K	Hold	394	–	–	0.06%	142
2025 Q4	$247K	Buy	+394	New	+$245K	0.08%	138
2022 Q4	–	Sell	-32	Closed	-$11K	–	325
2022 Q3	$11K	Sell	32 -1,121	-97%	-$409K	0.01%	285
2022 Q2	$400K	Buy	+1,153	New	+$434K	0.23%	84
2021 Q2	–	Sell	-32	Closed	-$13K	–	329
2021 Q1	$13K	Sell	32 -1	-3%	-$355	0.01%	302
2020 Q4	$11K	Buy	+33	New	+$10.8K	0.01%	324

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 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

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

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

COWA LLC's VOO Position: Q3 2026 in Review

COWA LLC increased its Vanguard S&P 500 ETF (VOO) stake by 0.25% in Q3 2026, buying an estimated $698 and bringing the position to 395 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #152.

COWA LLC first reported a position in VOO in Q4 2020 and has held it in 8 quarters since. The position peaked at $400K in Q2 2022. 2,378 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

COWA LLC held 395 shares of Vanguard S&P 500 ETF worth $277K as of Q3 2026.
COWA LLC bought 1 Vanguard S&P 500 ETF share in Q3 2026, an estimated $698.
Vanguard S&P 500 ETF made up 0.07% of COWA LLC's portfolio in Q3 2026, its #152 holding.
COWA LLC first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 8 quarters since.
COWA LLC's Vanguard S&P 500 ETF position peaked at $400K in Q2 2022.
2,378 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.