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

DKM 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	$657K	Buy	938 +57	+6%	+$39.8K	0.42%	29
2026 Q2	$605K	Hold	881	–	–	0.4%	29
2026 Q1	$526K	Hold	881	–	–	0.38%	29
2025 Q4	$553K	Hold	881	–	–	0.41%	30
2025 Q3	$540K	Hold	881	–	–	0.43%	30
2025 Q2	$500K	Sell	881 -8	-0.9%	-$4.2K	0.43%	30
2025 Q1	$457K	Hold	889	–	–	0.44%	31
2024 Q4	$479K	Buy	+889	New	+$482K	0.45%	32

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

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

DKM Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.5% in Q3 2026, buying an estimated $39.8K and bringing the position to 938 shares worth $657K. The position accounts for 0.42% of the portfolio, ranked #29.

DKM Wealth Management first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

DKM Wealth Management held 938 shares of Vanguard S&P 500 ETF worth $657K as of Q3 2026.
DKM Wealth Management bought 57 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $39.8K.
Vanguard S&P 500 ETF made up 0.42% of DKM Wealth Management's portfolio in Q3 2026, its #29 holding.
DKM Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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