Delta Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Delta Wealth Advisors’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	$12.5M	Sell	17,853 -656	-4%	-$458K	8.59%	3
2026 Q2	$12.7M	Sell	18,509 -1,290	-7%	-$860K	9.08%	3
2026 Q1	$11.8M	Sell	19,799 -468	-2%	-$293K	9%	2
2025 Q4	$12.7M	Sell	20,267 -6,792	-25%	-$4.22M	10.64%	1
2025 Q3	$16.6M	Sell	27,059 -480	-2%	-$283K	12.97%	2
2025 Q2	$15.6M	Sell	27,539 -3,973	-13%	-$2.09M	13.1%	2
2025 Q1	$16.2M	Buy	31,512 +1,497	+5%	+$809K	14.7%	1
2024 Q4	$16.2M	Buy	30,015 +4,858	+19%	+$2.63M	15.24%	1
2024 Q3	$13.3M	Buy	25,157 +2,185	+10%	+$1.11M	12.71%	2
2024 Q2	$11.5M	Buy	22,972 +9,918	+76%	+$4.77M	11.26%	2
2024 Q1	$6.28M	Buy	+13,054	New	+$5.97M	6.48%	2

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Delta Wealth Advisors's VOO Position: Q3 2026 in Review

Delta Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q3 2026, selling an estimated $458K and leaving 17,853 shares worth $12.5M. The position accounts for 8.59% of the portfolio, ranked #3.

Delta Wealth Advisors first reported a position in VOO in Q1 2024 and has held it in 11 quarters since. The position peaked at $16.6M in Q3 2025. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Delta Wealth Advisors held 17,853 shares of Vanguard S&P 500 ETF worth $12.5M as of Q3 2026.
Delta Wealth Advisors sold 656 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $458K.
Vanguard S&P 500 ETF made up 8.59% of Delta Wealth Advisors's portfolio in Q3 2026, its #3 holding.
Delta Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
Delta Wealth Advisors's Vanguard S&P 500 ETF position peaked at $16.6M in Q3 2025.
2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Delta Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.