Envision Financial
VOO icon

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

Envision Financial’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 		$35.7M Buy
50,926
+7,387
+17% +$5.16M 15.84% 1
2026
Q2 		$29.9M Buy
43,539
+4,528
+12% +$3.02M 13.77% 1
2026
Q1 		$23.3M Sell
39,011
-573
-1% -$358K 12.54% 1
2025
Q4 		$24.8M Buy
39,584
+5,552
+16% +$3.45M 13.12% 1
2025
Q3 		$20.8M Buy
34,032
+3,519
+12% +$2.07M 11.94% 1
2025
Q2 		$17.3M Buy
30,513
+895
+3% +$470K 11.56% 1
2025
Q1 		$15.2M Buy
29,618
+3,101
+12% +$1.68M 11.47% 1
2024
Q4 		$14.3M Buy
+26,517
New +$14.4M 11.45% 1

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Envision Financial's VOO Position: Q3 2026 in Review

Envision Financial increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q3 2026, buying an estimated $5.16M and bringing the position to 50,926 shares worth $35.7M. The position accounts for 15.84% of the portfolio, ranked #1.

Envision Financial first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Envision Financial held 50,926 shares of Vanguard S&P 500 ETF worth $35.7M as of Q3 2026.
  • Envision Financial bought 7,387 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $5.16M.
  • Vanguard S&P 500 ETF made up 15.84% of Envision Financial's portfolio in Q3 2026, its #1 holding.
  • Envision Financial first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.