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

Diversify 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	$93M	Sell	131,126 -1,086	-0.8%	-$759K	1.39%	10
2026 Q2	$89.8M	Buy	132,212 +12,906	+11%	+$8.6M	1.5%	8
2026 Q1	$78.1M	Buy	119,306 +77,447	+185%	+$48.4M	1.39%	9
2025 Q4	$26.7M	Buy	41,859 +4,600	+12%	+$2.86M	1.25%	9
2025 Q3	$23.4M	Buy	37,259 +2,382	+7%	+$1.4M	1.35%	10
2025 Q2	$20.6M	Buy	34,877 +1,186	+4%	+$623K	1.27%	13
2025 Q1	$17.2M	Buy	33,691 +28	+0.1%	+$15.1K	1.28%	12
2024 Q4	$18M	Buy	33,663 +22,583	+204%	+$12.2M	1.4%	12
2024 Q3	$5.89M	Buy	11,080 +5,343	+93%	+$2.72M	0.56%	41
2024 Q2	$2.73M	Buy	+5,737	New	+$2.76M	0.34%	70

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Diversify Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.82% in Q3 2026, selling an estimated $759K and leaving 131,126 shares worth $93M. The position accounts for 1.39% of the portfolio, ranked #10.

Diversify Wealth Management first reported a position in VOO in Q2 2024 and has held it in 10 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Diversify Wealth Management held 131,126 shares of Vanguard S&P 500 ETF worth $93M as of Q3 2026.
Diversify Wealth Management sold 1,086 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $759K.
Vanguard S&P 500 ETF made up 1.39% of Diversify Wealth Management's portfolio in Q3 2026, its #10 holding.
Diversify Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.