Eclectic Associates
VOO icon

Eclectic Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Eclectic Associates’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 		$6.32M Sell
9,020
-1,072
-11% -$749K 0.71% 31
2026
Q2 		$6.93M Sell
10,092
-924
-8% -$616K 0.79% 30
2026
Q1 		$6.58M Buy
11,016
+808
+8% +$505K 0.87% 27
2025
Q4 		$6.4M Buy
10,208
+375
+4% +$233K 1% 24
2025
Q3 		$6.02M Sell
9,833
-9,120
-48% -$5.38M 1.11% 24
2025
Q2 		$10.8M Buy
18,953
+16,349
+628% +$8.59M 2.34% 8
2025
Q1 		$1.34M Buy
2,604
+7
+0.3% +$3.78K 0.36% 59
2024
Q4 		$1.4M Sell
2,597
-17
-0.7% -$9.21K 0.41% 53
2024
Q3 		$1.38M Buy
2,614
+928
+55% +$472K 0.54% 34
2024
Q2 		$843K Buy
1,686
+458
+37% +$220K 0.38% 43
2024
Q1 		$590K Sell
1,228
-512
-29% -$234K 0.27% 51
2023
Q4 		$760K Buy
1,740
+80
+5% +$32.8K 0.36% 44
2023
Q3 		$652K Buy
1,660
+31
+2% +$12.7K 0.33% 45
2023
Q2 		$664K Buy
1,629
+79
+5% +$30.5K 0.33% 43
2023
Q1 		$583K Buy
1,550
+730
+89% +$268K 0.3% 45
2022
Q4 		$288K Sell
820
-48
-6% -$17K 0.14% 63
2022
Q3 		$285K Buy
868
+226
+35% +$82.5K 0.19% 53
2022
Q2 		$223K Buy
642
+93
+17% +$35K 0.15% 64
2022
Q1 		$228K Sell
549
-184
-25% -$75.3K 0.15% 67
2021
Q4 		$320K Buy
+733
New +$309K 0.2% 59

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Eclectic Associates's VOO Position: Q3 2026 in Review

Eclectic Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q3 2026, selling an estimated $749K and leaving 9,020 shares worth $6.32M. The position accounts for 0.71% of the portfolio, ranked #31.

Eclectic Associates first reported a position in VOO in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.8M in Q2 2025. 940 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Eclectic Associates held 9,020 shares of Vanguard S&P 500 ETF worth $6.32M as of Q3 2026.
  • Eclectic Associates sold 1,072 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $749K.
  • Vanguard S&P 500 ETF made up 0.71% of Eclectic Associates's portfolio in Q3 2026, its #31 holding.
  • Eclectic Associates first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • Eclectic Associates's Vanguard S&P 500 ETF position peaked at $10.8M in Q2 2025.
  • 940 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.