Fidato Wealth
VOO icon

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

Fidato Wealth’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 		$88.9M Buy
126,813
+1,238
+1% +$865K 48.27% 1
2026
Q2 		$86.2M Sell
125,575
-1,841
-1% -$1.23M 50.4% 1
2026
Q1 		$76.1M Buy
127,416
+1,595
+1% +$998K 49.43% 1
2025
Q4 		$78.9M Buy
125,821
+2,024
+2% +$1.26M 50.41% 1
2025
Q3 		$75.8M Buy
123,797
+1,548
+1% +$912K 49.83% 1
2025
Q2 		$69.4M Buy
122,249
+7,417
+6% +$3.9M 49.62% 1
2025
Q1 		$59M Buy
114,832
+2,583
+2% +$1.4M 45.16% 1
2024
Q4 		$60.5M Buy
112,249
+481
+0.4% +$261K 45.34% 1
2024
Q3 		$59M Buy
111,768
+684
+0.6% +$348K 47.37% 1
2024
Q2 		$55.6M Sell
111,084
-587
-0.5% -$282K 49.06% 1
2024
Q1 		$53.7M Sell
111,671
-2,543
-2% -$1.16M 48.13% 1
2023
Q4 		$49.9M Buy
+114,214
New +$46.8M 47.62% 1

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Fidato Wealth's VOO Position: Q3 2026 in Review

Fidato Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 0.99% in Q3 2026, buying an estimated $865K and bringing the position to 126,813 shares worth $88.9M. The position accounts for 48.27% of the portfolio, ranked #1.

Fidato Wealth first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. 1,887 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Fidato Wealth held 126,813 shares of Vanguard S&P 500 ETF worth $88.9M as of Q3 2026.
  • Fidato Wealth bought 1,238 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $865K.
  • Vanguard S&P 500 ETF made up 48.27% of Fidato Wealth's portfolio in Q3 2026, its #1 holding.
  • Fidato Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,887 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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