Demars Financial Group
VOO icon

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

Demars Financial 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 		$594K Sell
847
-486
-36% -$339K 0.16% 66
2026
Q2 		$916K Buy
1,333
+669
+101% +$446K 0.25% 53
2026
Q1 		$397K Hold
664
– – 0.13% 77
2025
Q4 		$416K Buy
+664
New +$413K 0.14% 68

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Meitav Investment House
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CLA (CliftonLarsonAllen) Wealth Advisors
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Demars Financial Group's VOO Position: Q3 2026 in Review

Demars Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 36% in Q3 2026, selling an estimated $339K and leaving 847 shares worth $594K. The position accounts for 0.16% of the portfolio, ranked #66.

Demars Financial Group first reported a position in VOO in Q4 2025 and has held it in 4 quarters since. The position peaked at $916K in Q2 2026. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Demars Financial Group held 847 shares of Vanguard S&P 500 ETF worth $594K as of Q3 2026.
  • Demars Financial Group sold 486 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $339K.
  • Vanguard S&P 500 ETF made up 0.16% of Demars Financial Group's portfolio in Q3 2026, its #66 holding.
  • Demars Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • Demars Financial Group's Vanguard S&P 500 ETF position peaked at $916K in Q2 2026.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.