Define Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Define Financial’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	$568K	Buy	810 +31	+4%	+$21.7K	0.24%	22
2026 Q2	$535K	Sell	779 -16	-2%	-$10.7K	0.25%	21
2026 Q1	$475K	Sell	795 -50	-6%	-$31.3K	0.26%	19
2025 Q4	$530K	Buy	845 +57	+7%	+$35.4K	0.3%	19
2025 Q3	$483K	Buy	788 +33	+4%	+$19.5K	0.29%	19
2025 Q2	$429K	Buy	755 +1	+0.1%	+$526	0.28%	20
2025 Q1	$370K	Sell	754 -14	-2%	-$7.57K	0.28%	18
2024 Q4	$414K	Buy	+768	New	+$416K	0.31%	16

Other funds holding VOO

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Define Financial's VOO Position: Q3 2026 in Review

Define Financial increased its Vanguard S&P 500 ETF (VOO) stake by 4% in Q3 2026, buying an estimated $21.7K and bringing the position to 810 shares worth $568K. The position accounts for 0.24% of the portfolio, ranked #22.

Define Financial first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 2,378 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Define Financial held 810 shares of Vanguard S&P 500 ETF worth $568K as of Q3 2026.
Define Financial bought 31 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $21.7K.
Vanguard S&P 500 ETF made up 0.24% of Define Financial's portfolio in Q3 2026, its #22 holding.
Define Financial first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
2,378 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.