CRA Financial Services
VOO icon

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

CRA 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 		$9.01M Sell
12,862
-506
-4% -$353K 1% 23
2026
Q2 		$9.18M Buy
13,368
+1,117
+9% +$745K 1.06% 23
2026
Q1 		$7.32M Buy
12,251
+880
+8% +$550K 0.95% 25
2025
Q4 		$7.13M Sell
11,371
-5,961
-34% -$3.7M 0.93% 23
2025
Q3 		$10.6M Buy
17,332
+1,749
+11% +$1.03M 1.45% 19
2025
Q2 		$8.85M Buy
15,583
+1,745
+13% +$917K 1.35% 19
2025
Q1 		$7.11M Buy
13,838
+3,467
+33% +$1.87M 1.22% 19
2024
Q4 		$5.59M Buy
10,371
+1,914
+23% +$1.04M 0.96% 20
2024
Q3 		$4.46M Buy
8,457
+3,019
+56% +$1.53M 0.82% 26
2024
Q2 		$2.72M Buy
5,438
+1,352
+33% +$651K 0.55% 38
2024
Q1 		$1.96M Buy
4,086
+2,063
+102% +$944K 0.43% 48
2023
Q4 		$884K Buy
2,023
+420
+26% +$172K 0.22% 79
2023
Q3 		$630K Buy
1,603
+40
+3% +$16.4K 0.17% 94
2023
Q2 		$637K Buy
1,563
+34
+2% +$13.1K 0.17% 95
2023
Q1 		$575K Buy
1,529
+286
+23% +$105K 0.17% 100
2022
Q4 		$437K Sell
1,243
-141
-10% -$49.8K 0.14% 112
2022
Q3 		$455K Buy
1,384
+46
+3% +$16.8K 0.16% 108
2022
Q2 		$464K Buy
1,338
+150
+13% +$56.5K 0.16% 111
2022
Q1 		$493K Buy
1,188
+338
+40% +$138K 0.15% 110
2021
Q4 		$371K Buy
850
+20
+2% +$8.44K 0.11% 135
2021
Q3 		$328K Buy
830
+147
+22% +$59.6K 0.11% 132
2021
Q2 		$269K Sell
683
-16
-2% -$6.14K 0.09% 155
2021
Q1 		$255K Sell
699
-4
-0.6% -$1.42K 0.1% 147
2020
Q4 		$242K Buy
703
+2
+0.3% +$652 0.1% 136
2020
Q3 		$216K Buy
+701
New +$214K 0.1% 129
2020
Q1 		– Sell
-684
Closed -$202K – 152
2019
Q4 		$202K Buy
+684
New +$193K 0.11% 142

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

CRA Financial Services reduced its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q3 2026, selling an estimated $353K and leaving 12,862 shares worth $9.01M. The position accounts for 1% of the portfolio, ranked #23.

CRA Financial Services first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.6M in Q3 2025. 1,816 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • CRA Financial Services held 12,862 shares of Vanguard S&P 500 ETF worth $9.01M as of Q3 2026.
  • CRA Financial Services sold 506 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $353K.
  • Vanguard S&P 500 ETF made up 1% of CRA Financial Services's portfolio in Q3 2026, its #23 holding.
  • CRA Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • CRA Financial Services's Vanguard S&P 500 ETF position peaked at $10.6M in Q3 2025.
  • 1,816 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.