Farnam Financial
VOO icon

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

Farnam 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 		$5.74M Sell
8,182
-151
-2% -$105K 4.24% 8
2026
Q2 		$5.72M Buy
8,333
+115
+1% +$76.7K 4.17% 8
2026
Q1 		$4.91M Buy
8,218
+447
+6% +$280K 4.04% 9
2025
Q4 		$4.87M Sell
7,771
-661
-8% -$411K 3.67% 10
2025
Q3 		$5.16M Buy
8,432
+1,710
+25% +$1.01M 4.01% 6
2025
Q2 		$3.82M Buy
6,722
+2,723
+68% +$1.43M 3.43% 6
2025
Q1 		$2.06M Buy
3,999
+367
+10% +$198K 2.09% 13
2024
Q4 		$1.96M Buy
3,632
+116
+3% +$62.8K 2.05% 13
2024
Q3 		$1.86M Buy
+3,516
New +$1.79M 2.04% 13

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
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
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Farnam Financial's VOO Position: Q3 2026 in Review

Farnam Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q3 2026, selling an estimated $105K and leaving 8,182 shares worth $5.74M. The position accounts for 4.24% of the portfolio, ranked #8.

Farnam Financial first reported a position in VOO in Q3 2024 and has held it in 9 quarters since. 1,346 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Farnam Financial held 8,182 shares of Vanguard S&P 500 ETF worth $5.74M as of Q3 2026.
  • Farnam Financial sold 151 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $105K.
  • Vanguard S&P 500 ETF made up 4.24% of Farnam Financial's portfolio in Q3 2026, its #8 holding.
  • Farnam Financial first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,346 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Farnam Financial's 13F filing for Q3 2026, filed 21 Oct 2026.