Cynosure Group
VOO icon

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

Cynosure 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 		$22.7M Sell
32,319
-1,186
-4% -$828K 3.2% 8
2026
Q2 		$23M Sell
33,505
-37,230
-53% -$24.8M 3.46% 7
2026
Q1 		$42.3M Buy
70,735
+4,344
+7% +$2.72M 5.28% 5
2025
Q4 		$41.6M Buy
66,391
+1,307
+2% +$812K 4.24% 7
2025
Q3 		$39.9M Buy
65,084
+7,692
+13% +$4.53M 4.33% 5
2025
Q2 		$32.6M Buy
57,392
+517
+0.9% +$272K 3.69% 5
2025
Q1 		$29.2M Buy
56,875
+18,869
+50% +$10.2M 4.03% 5
2024
Q4 		$20.5M Buy
38,006
+7,367
+24% +$3.99M 3.07% 8
2024
Q3 		$16.2M Buy
30,639
+2,455
+9% +$1.25M 2.36% 9
2024
Q2 		$14.1M Buy
28,184
+4,850
+21% +$2.33M 2.26% 9
2024
Q1 		$11.2M Buy
23,334
+2,541
+12% +$1.16M 2.01% 11
2023
Q4 		$9.08M Buy
20,793
+888
+4% +$364K 1.63% 10
2023
Q3 		$7.82M Buy
19,905
+8,562
+75% +$3.5M 2.4% 10
2023
Q2 		$4.62M Buy
+11,343
New +$4.38M 1.39% 19

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Cynosure Group's VOO Position: Q3 2026 in Review

Cynosure Group reduced its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q3 2026, selling an estimated $828K and leaving 32,319 shares worth $22.7M. The position accounts for 3.2% of the portfolio, ranked #8.

Cynosure Group first reported a position in VOO in Q2 2023 and has held it in 14 quarters since. The position peaked at $42.3M in Q1 2026. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Cynosure Group held 32,319 shares of Vanguard S&P 500 ETF worth $22.7M as of Q3 2026.
  • Cynosure Group sold 1,186 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $828K.
  • Vanguard S&P 500 ETF made up 3.2% of Cynosure Group's portfolio in Q3 2026, its #8 holding.
  • Cynosure Group first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 14 quarters since.
  • Cynosure Group's Vanguard S&P 500 ETF position peaked at $42.3M in Q1 2026.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Cynosure Group's 13F filing for Q3 2026, filed 3 Nov 2026.