DeDora Capital
VOO icon

DeDora Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

DeDora Capital’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 		$16.3M Sell
23,196
-617
-3% -$431K 3.63% 8
2026
Q2 		$16.4M Sell
23,813
-100
-0.4% -$66.7K 3.55% 7
2026
Q1 		$14.3M Sell
23,913
-382
-2% -$239K 3.5% 7
2025
Q4 		$15.2M Sell
24,295
-100
-0.4% -$62.1K 3.61% 8
2025
Q3 		$14.9M Sell
24,395
-419
-2% -$247K 3.61% 7
2025
Q2 		$14.1M Sell
24,814
-536
-2% -$282K 3.68% 7
2025
Q1 		$13M Sell
25,350
-1,193
-4% -$645K 3.75% 7
2024
Q4 		$14.3M Sell
26,543
-445
-2% -$241K 3.92% 8
2024
Q3 		$14.2M Sell
26,988
-199
-0.7% -$101K 3.98% 7
2024
Q2 		$13.6M Buy
27,187
+302
+1% +$145K 4.18% 7
2024
Q1 		$12.9M Sell
26,885
-2,510
-9% -$1.15M 4.11% 7
2023
Q4 		$12.8M Sell
29,395
-117
-0.4% -$47.9K 4.51% 5
2023
Q3 		$11.6M Sell
29,512
-185
-0.6% -$75.6K 4.56% 4
2023
Q2 		$12.1M Sell
29,697
-2,130
-7% -$822K 4.69% 4
2023
Q1 		$12M Sell
31,827
-1,288
-4% -$472K 5.11% 4
2022
Q4 		$11.6M Sell
33,115
-536
-2% -$189K 5.52% 3
2022
Q3 		$11M Sell
33,651
-1,315
-4% -$480K 5.75% 4
2022
Q2 		$12.1M Sell
34,966
-3,124
-8% -$1.18M 6.11% 3
2022
Q1 		$15.8M Buy
+38,090
New +$15.6M 6.39% 4
2021
Q4 		– Sell
-39,688
Closed -$15.7M – 109
2021
Q3 		$15.7M Sell
39,688
-1,357
-3% -$551K 6.8% 3
2021
Q2 		$16.2M Sell
41,045
-669
-2% -$257K 7.04% 3
2021
Q1 		$15.2M Sell
41,714
-685
-2% -$243K 7.19% 3
2020
Q4 		$14.6M Sell
42,399
-504
-1% -$164K 7.19% 3
2020
Q3 		$13.2M Buy
42,903
+9,191
+27% +$2.8M 7.37% 2
2020
Q2 		$9.6M Buy
+33,712
New +$9.07M 5.76% 4
2020
Q1 		– Sell
-282
Closed -$83K – 120
2019
Q4 		$83K Buy
+282
New +$79.8K 0.05% 98

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

DeDora Capital's VOO Position: Q3 2026 in Review

DeDora Capital reduced its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q3 2026, selling an estimated $431K and leaving 23,196 shares worth $16.3M. The position accounts for 3.63% of the portfolio, ranked #8.

DeDora Capital first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $16.4M in Q2 2026. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • DeDora Capital held 23,196 shares of Vanguard S&P 500 ETF worth $16.3M as of Q3 2026.
  • DeDora Capital sold 617 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $431K.
  • Vanguard S&P 500 ETF made up 3.63% of DeDora Capital's portfolio in Q3 2026, its #8 holding.
  • DeDora Capital first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • DeDora Capital's Vanguard S&P 500 ETF position peaked at $16.4M in Q2 2026.
  • 2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.