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Defined Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Defined Wealth Management’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 		$10.8M Buy
15,420
+49
+0.3% +$34.2K 5.55% 1
2026
Q2 		$10.6M Buy
15,371
+6
+0% +$4K 5.43% 1
2026
Q1 		$9.18M Buy
15,365
+142
+0.9% +$88.8K 5.38% 2
2025
Q4 		$9.5M Sell
15,223
-172
-1% -$107K 5.5% 2
2025
Q3 		$9.43M Sell
15,395
-24
-0.2% -$14.1K 5.47% 2
2025
Q2 		$8.76M Buy
15,419
+240
+2% +$126K 5.42% 2
2025
Q1 		$7.8M Sell
15,179
-2,492
-14% -$1.35M 5.24% 2
2024
Q4 		$9.5M Sell
17,671
-94
-0.5% -$50.9K 6.31% 1
2024
Q3 		$9.37M Buy
17,765
+398
+2% +$202K 6.09% 1
2024
Q2 		$8.69M Buy
17,367
+92
+0.5% +$44.3K 6.04% 1
2024
Q1 		$8.3M Sell
17,275
-78
-0.4% -$35.7K 5.97% 1
2023
Q4 		$7.58M Buy
17,353
+1,761
+11% +$721K 5.8% 1
2023
Q3 		$6.12M Buy
15,592
+586
+4% +$240K 5.22% 2
2023
Q2 		$6.11M Buy
15,006
+2,880
+24% +$1.11M 5.16% 2
2023
Q1 		$4.56M Buy
+12,126
New +$4.45M 4.26% 2
2021
Q1 		– Sell
-96
Closed -$33K – 198
2020
Q4 		$33K Buy
+96
New +$31.3K 0.03% 154

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Defined Wealth Management's VOO Position: Q3 2026 in Review

Defined Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.32% in Q3 2026, buying an estimated $34.2K and bringing the position to 15,420 shares worth $10.8M. The position accounts for 5.55% of the portfolio, ranked #1.

Defined Wealth Management first reported a position in VOO in Q4 2020 and has held it in 16 quarters since. 1,106 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Defined Wealth Management held 15,420 shares of Vanguard S&P 500 ETF worth $10.8M as of Q3 2026.
  • Defined Wealth Management bought 49 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $34.2K.
  • Vanguard S&P 500 ETF made up 5.55% of Defined Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Defined Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 16 quarters since.
  • 1,106 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.