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

Edge 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	$624K	Buy	885 +51	+6%	+$35.6K	0.09%	44
2026 Q2	$573K	Hold	834	–	–	0.1%	45
2026 Q1	$498K	Buy	+834	New	+$522K	0.09%	48
2023 Q1	–	Sell	-666	Closed	-$232K	–	82
2022 Q4	$232K	Buy	+666	New	+$235K	0.05%	70
2022 Q1	–	Sell	-20	Closed	-$9K	–	450
2021 Q4	$9K	Buy	+20	New	+$8.44K	﹤0.01%	301
2021 Q2	–	Sell	-72	Closed	-$26K	–	460
2021 Q1	$26K	Buy	72 +52	+260%	+$18.4K	0.01%	242
2020 Q4	$7K	Hold	20	–	–	﹤0.01%	287
2020 Q3	$6K	Hold	20	–	–	﹤0.01%	353
2020 Q2	$6K	Hold	20	–	–	﹤0.01%	536
2020 Q1	$5K	Hold	20	–	–	﹤0.01%	486
2019 Q4	$6K	Hold	20	–	–	﹤0.01%	478
2019 Q3	$5K	Hold	20	–	–	﹤0.01%	485
2019 Q2	$5K	Sell	20 -85	-81%	-$22.5K	﹤0.01%	488
2019 Q1	$27K	Hold	105	–	–	0.01%	298
2018 Q4	$24K	Hold	105	–	–	0.01%	310
2018 Q3	$28K	Hold	105	–	–	0.01%	325
2018 Q2	$26K	Sell	105 -1,960	-95%	-$487K	0.01%	327
2018 Q1	$500K	Hold	2,065	–	–	0.13%	87
2017 Q4	$507K	Sell	2,065 -85	-4%	-$20.3K	0.14%	84
2017 Q3	$496K	Buy	+2,150	New	+$487K	0.15%	78
2017 Q2	–	Sell	-10	Closed	-$2K	–	567
2017 Q1	$2K	Buy	+10	New	+$2.13K	﹤0.01%	464

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

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

Edge Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.1% in Q3 2026, buying an estimated $35.6K and bringing the position to 885 shares worth $624K. The position accounts for 0.09% of the portfolio, ranked #44.

Edge Wealth Management first reported a position in VOO in Q1 2017 and has held it in 21 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Edge Wealth Management held 885 shares of Vanguard S&P 500 ETF worth $624K as of Q3 2026.
Edge Wealth Management bought 51 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $35.6K.
Vanguard S&P 500 ETF made up 0.09% of Edge Wealth Management's portfolio in Q3 2026, its #44 holding.
Edge Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 21 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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