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Crumly & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Crumly & Associates’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 		$8.86M Buy
12,641
+164
+1% +$115K 1.57% 21
2026
Q2 		$8.57M Buy
12,477
+350
+3% +$233K 1.64% 20
2026
Q1 		$7.25M Sell
12,127
-54
-0.4% -$33.8K 1.52% 21
2025
Q4 		$7.64M Hold
12,181
– – 1.6% 18
2025
Q3 		$7.46M Sell
12,181
-124
-1% -$73.1K 1.63% 19
2025
Q2 		$6.99M Sell
12,305
-6,835
-36% -$3.59M 1.7% 20
2025
Q1 		$9.84M Sell
19,140
-2,126
-10% -$1.15M 2.72% 7
2024
Q4 		$11.5M Buy
21,266
+8,995
+73% +$4.87M 3.12% 7
2024
Q3 		$6.48M Sell
12,271
-20
-0.2% -$10.2K 1.79% 18
2024
Q2 		$6.15M Sell
12,291
-14
-0.1% -$6.74K 1.77% 21
2024
Q1 		$5.92M Sell
12,305
-394
-3% -$180K 1.56% 26
2023
Q4 		$5.55M Sell
12,699
-17,575
-58% -$7.2M 1.61% 24
2023
Q3 		$11.9M Buy
30,274
+1,665
+6% +$681K 4.67% 2
2023
Q2 		$11.7M Sell
28,609
-2,305
-7% -$889K 4.67% 2
2023
Q1 		$11.6M Sell
30,914
-41,972
-58% -$15.4M 5.05% 2
2022
Q4 		$25.6M Buy
72,886
+63,807
+703% +$22.5M 9.66% 2
2022
Q3 		$2.98M Hold
9,079
– – 1.23% 24
2022
Q2 		$3.15M Sell
9,079
-1,668
-16% -$628K 1.31% 22
2022
Q1 		$4.46M Sell
10,747
-1,268
-11% -$519K 1.67% 20
2021
Q4 		$4.93M Sell
12,015
-1,249
-9% -$527K 1.95% 17
2021
Q3 		$5.23M Buy
13,264
+2,202
+20% +$893K 2.43% 14
2021
Q2 		$4.35M Sell
11,062
-444
-4% -$170K 2.11% 16
2021
Q1 		$4.19M Sell
11,506
-123
-1% -$43.6K 2.45% 15
2020
Q4 		$4.09M Sell
11,629
-2,152
-16% -$702K 2.87% 14
2020
Q3 		$4.24M Sell
13,781
-1,792
-12% -$546K 3.62% 10
2020
Q2 		$4.41M Sell
15,573
-2,285
-13% -$615K 4.14% 10
2020
Q1 		$4.23M Buy
+17,858
New +$5M 5.19% 8

Other funds holding VOO

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Crumly & Associates's VOO Position: Q3 2026 in Review

Crumly & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q3 2026, buying an estimated $115K and bringing the position to 12,641 shares worth $8.86M. The position accounts for 1.57% of the portfolio, ranked #21.

Crumly & Associates first reported a position in VOO in Q1 2020 and has held it in 27 quarters since. The position peaked at $25.6M in Q4 2022. 252 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Crumly & Associates held 12,641 shares of Vanguard S&P 500 ETF worth $8.86M as of Q3 2026.
  • Crumly & Associates bought 164 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $115K.
  • Vanguard S&P 500 ETF made up 1.57% of Crumly & Associates's portfolio in Q3 2026, its #21 holding.
  • Crumly & Associates first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 27 quarters since.
  • Crumly & Associates's Vanguard S&P 500 ETF position peaked at $25.6M in Q4 2022.
  • 252 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.