CX Institutional’s Vanguard S&P 500 ETF VOO Stock Holding History

CX Institutional’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	$2.31M	Buy	3,291 +512	+18%	+$358K	0.06%	239
2026 Q2	$1.91M	Sell	2,779 -1,619	-37%	-$1.08M	0.06%	257
2026 Q1	$2.63M	Buy	4,398 +1,764	+67%	+$1.1M	0.08%	221
2025 Q4	$1.65M	Buy	2,634 +389	+17%	+$242K	0.05%	228
2025 Q3	$1.38M	Buy	2,245 +426	+23%	+$251K	0.04%	251
2025 Q2	$1.03M	Sell	1,819 -1,802	-50%	-$947K	0.04%	264
2025 Q1	$1.86M	Buy	3,621 +1,810	+100%	+$978K	0.07%	201
2024 Q4	$976K	Buy	1,811 +395	+28%	+$214K	0.04%	261
2024 Q3	$747K	Sell	1,416 -800	-36%	-$407K	0.03%	320
2024 Q2	$1.11M	Sell	2,216 -58	-3%	-$27.9K	0.05%	270
2024 Q1	$1.09M	Buy	2,274 +656	+41%	+$300K	0.05%	272
2023 Q4	$707K	Sell	1,618 -2,367	-59%	-$969K	0.04%	296
2023 Q3	$1.56M	Buy	3,985 +617	+18%	+$252K	0.09%	206
2023 Q2	$1.37M	Sell	3,368 -115	-3%	-$44.4K	0.07%	241
2023 Q1	$1.31M	Sell	3,483 -2,821	-45%	-$1.03M	0.07%	258
2022 Q4	$2.21M	Buy	+6,304	New	+$2.23M	0.13%	189
2022 Q3	–	Sell	-306	Closed	-$106K	–	1110
2022 Q2	$106K	Buy	+306	New	+$115K	0.01%	546
2021 Q4	–	Sell	-66	Closed	-$26K	–	880
2021 Q3	$26K	Hold	66	–	–	﹤0.01%	700
2021 Q2	$26K	Hold	66	–	–	﹤0.01%	694
2021 Q1	$24K	Sell	66 -68	-51%	-$24.1K	﹤0.01%	643
2020 Q4	$46K	Buy	134 +22	+20%	+$7.17K	﹤0.01%	459
2020 Q3	$34K	Sell	112 -19	-15%	-$5.79K	﹤0.01%	452
2020 Q2	$37K	Buy	131 +112	+589%	+$30.1K	﹤0.01%	364
2020 Q1	$4K	Hold	19	–	–	﹤0.01%	593
2019 Q4	$6K	Hold	19	–	–	﹤0.01%	525
2019 Q3	$5K	Sell	19 -542	-97%	-$147K	﹤0.01%	595
2019 Q2	$151K	Sell	561 -3,486	-86%	-$922K	0.02%	243
2019 Q1	$1.05M	Buy	4,047 +4,033	+28,807%	+$1.01M	0.19%	126
2018 Q4	$3K	Buy	14 +9	+180%	+$2.23K	﹤0.01%	440
2018 Q3	$1K	Buy	+5	New	+$1.31K	﹤0.01%	337

Other funds holding VOO

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

CX Institutional's VOO Position: Q3 2026 in Review

CX Institutional increased its Vanguard S&P 500 ETF (VOO) stake by 18% in Q3 2026, buying an estimated $358K and bringing the position to 3,291 shares worth $2.31M. The position accounts for 0.06% of the portfolio, ranked #239.

CX Institutional first reported a position in VOO in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.63M in Q1 2026. 1,350 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

CX Institutional held 3,291 shares of Vanguard S&P 500 ETF worth $2.31M as of Q3 2026.
CX Institutional bought 512 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $358K.
Vanguard S&P 500 ETF made up 0.06% of CX Institutional's portfolio in Q3 2026, its #239 holding.
CX Institutional first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 30 quarters since.
CX Institutional's Vanguard S&P 500 ETF position peaked at $2.63M in Q1 2026.
1,350 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.