Crown Wealth Group
VOO icon

Crown Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Crown Wealth Group’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 		$1.48M Buy
2,108
+56
+3% +$39.1K 0.37% 44
2026
Q2 		$1.41M Buy
2,052
+187
+10% +$125K 0.36% 42
2026
Q1 		$1.11M Sell
1,865
-329
-15% -$206K 0.33% 46
2025
Q4 		$1.38M Buy
2,194
+286
+15% +$178K 0.38% 42
2025
Q3 		$1.17M Buy
1,908
+177
+10% +$104K 0.35% 41
2025
Q2 		$983K Buy
1,731
+1,017
+142% +$534K 0.37% 42
2025
Q1 		$367K Sell
714
-164
-19% -$88.7K 0.19% 59
2024
Q4 		$473K Buy
878
+194
+28% +$105K 0.19% 62
2024
Q3 		$361K Hold
684
– – 0.16% 75
2024
Q2 		$342K Sell
684
-171
-20% -$82.3K 0.17% 68
2024
Q1 		$411K Buy
855
+370
+76% +$169K 0.21% 57
2023
Q4 		$212K Sell
485
-1,306
-73% -$535K 0.13% 87
2023
Q3 		$703K Buy
+1,791
New +$732K 0.53% 30
2023
Q2 		– Sell
-2,179
Closed -$819K – 75
2023
Q1 		$819K Sell
2,179
-12
-0.5% -$4.4K 0.69% 22
2022
Q4 		$770K Sell
2,191
-37
-2% -$13.1K 0.72% 21
2022
Q3 		$731K Buy
2,228
+45
+2% +$16.4K 0.75% 24
2022
Q2 		$757K Sell
2,183
-202
-8% -$76.1K 0.69% 27
2022
Q1 		$990K Buy
2,385
+1,029
+76% +$421K 0.69% 34
2021
Q4 		$592K Buy
+1,356
New +$572K 0.55% 39

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 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
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Crown Wealth Group's VOO Position: Q3 2026 in Review

Crown Wealth Group increased its Vanguard S&P 500 ETF (VOO) stake by 2.7% in Q3 2026, buying an estimated $39.1K and bringing the position to 2,108 shares worth $1.48M. The position accounts for 0.37% of the portfolio, ranked #44.

Crown Wealth Group first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 1,936 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Crown Wealth Group held 2,108 shares of Vanguard S&P 500 ETF worth $1.48M as of Q3 2026.
  • Crown Wealth Group bought 56 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $39.1K.
  • Vanguard S&P 500 ETF made up 0.37% of Crown Wealth Group's portfolio in Q3 2026, its #44 holding.
  • Crown Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,936 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.