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

Ellerson 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	$374K	Buy	+539	New	+$376K	0.22%	47

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Ellerson Group's VOO Position: Q3 2026 in Review

Ellerson Group opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 539 shares worth $374K. The stake represents 0.22% of the portfolio and ranks #47 among its holdings.

2,804 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Ellerson Group held 539 shares of Vanguard S&P 500 ETF worth $374K as of Q3 2026.
Vanguard S&P 500 ETF was a new Ellerson Group position in Q3 2026.
Vanguard S&P 500 ETF made up 0.22% of Ellerson Group's portfolio in Q3 2026, its #47 holding.
2,804 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Ellerson Group's 13F filing for Q3 2026, filed 4 Nov 2026.