FIDELIS iM’s Vanguard S&P 500 ETF VOO Stock Holding History

FIDELIS iM’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	$306K	Buy	+436	New	+$305K	0.1%	28

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

FIDELIS iM's VOO Position: Q3 2026 in Review

FIDELIS iM opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 436 shares worth $306K. The stake represents 0.1% of the portfolio and ranks #28 among its holdings.

940 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

FIDELIS iM held 436 shares of Vanguard S&P 500 ETF worth $306K as of Q3 2026.
Vanguard S&P 500 ETF was a new FIDELIS iM position in Q3 2026.
Vanguard S&P 500 ETF made up 0.1% of FIDELIS iM's portfolio in Q3 2026, its #28 holding.
940 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on FIDELIS iM's 13F filing for Q3 2026, filed 16 Oct 2026.