Ehrlich Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Ehrlich Financial Group’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	$414K	Buy	590 +1	+0.2%	+$698	0.21%	83
2026 Q2	$405K	Buy	589 +90	+18%	+$60K	0.21%	84
2026 Q1	$298K	Buy	499 +36	+8%	+$22.5K	0.17%	93
2025 Q4	$290K	Sell	463 -105	-18%	-$65.3K	0.17%	90
2025 Q3	$348K	Buy	568 +51	+10%	+$30.1K	0.21%	81
2025 Q2	$294K	Sell	517 -140	-21%	-$73.6K	0.19%	84
2025 Q1	$338K	Sell	657 -882	-57%	-$477K	0.25%	77
2024 Q4	$829K	Sell	1,539 -291	-16%	-$158K	0.59%	39
2024 Q3	$966K	Buy	1,830 +906	+98%	+$461K	0.69%	33
2024 Q2	$462K	Sell	924 -1,057	-53%	-$509K	0.36%	55
2024 Q1	$952K	Buy	1,981 +1,221	+161%	+$559K	0.8%	29
2023 Q4	$332K	Buy	+760	New	+$311K	0.33%	67

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

Ehrlich Financial Group's VOO Position: Q3 2026 in Review

Ehrlich Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.17% in Q3 2026, buying an estimated $698 and bringing the position to 590 shares worth $414K. The position accounts for 0.21% of the portfolio, ranked #83.

Ehrlich Financial Group first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. The position peaked at $966K in Q3 2024. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Ehrlich Financial Group held 590 shares of Vanguard S&P 500 ETF worth $414K as of Q3 2026.
Ehrlich Financial Group bought 1 Vanguard S&P 500 ETF share in Q3 2026, an estimated $698.
Vanguard S&P 500 ETF made up 0.21% of Ehrlich Financial Group's portfolio in Q3 2026, its #83 holding.
Ehrlich Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
Ehrlich Financial Group's Vanguard S&P 500 ETF position peaked at $966K in Q3 2024.
1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.