DiNuzzo Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

DiNuzzo Private Wealth’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	$1.09M	Hold	1,551	–	–	0.11%	38
2026 Q2	$1.07M	Buy	1,551 +73	+5%	+$48.7K	0.11%	38
2026 Q1	$883K	Hold	1,478	–	–	0.1%	40
2025 Q4	$927K	Buy	1,478 +143	+11%	+$88.9K	0.1%	39
2025 Q3	$792K	Hold	1,335	–	–	0.09%	41
2025 Q2	$758K	Sell	1,335 -133	-9%	-$69.9K	0.09%	44
2025 Q1	$754K	Hold	1,468	–	–	0.1%	39
2024 Q4	$791K	Hold	1,468	–	–	0.1%	39
2024 Q3	$775K	Hold	1,468	–	–	0.1%	39
2024 Q2	$734K	Hold	1,468	–	–	0.1%	35
2024 Q1	$706K	Hold	1,468	–	–	0.1%	35
2023 Q4	$641K	Buy	+1,468	New	+$601K	0.09%	36

Other funds holding VOO

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

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

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

DiNuzzo Private Wealth's VOO Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 1,551 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #38.

DiNuzzo Private Wealth first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. 1,672 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

DiNuzzo Private Wealth held 1,551 shares of Vanguard S&P 500 ETF worth $1.09M as of Q3 2026.
DiNuzzo Private Wealth left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
Vanguard S&P 500 ETF made up 0.11% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #38 holding.
DiNuzzo Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
1,672 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.