Fiduciary Alliance’s Vanguard S&P 500 ETF VOO Stock Holding History

Fiduciary Alliance’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	$10.5M	Buy	14,940 +36	+0.2%	+$25.1K	0.79%	25
2026 Q2	$10.2M	Buy	14,904 +102	+0.7%	+$68K	0.69%	27
2026 Q1	$9.5M	Buy	14,802 +282	+2%	+$176K	0.57%	48
2025 Q4	$9.11M	Buy	14,520 +1,718	+13%	+$1.07M	0.6%	40
2025 Q3	$7.84M	Buy	12,802 +882	+7%	+$520K	0.53%	44
2025 Q2	$6.77M	Buy	11,920 +10,061	+541%	+$5.29M	0.51%	51
2025 Q1	$955K	Buy	1,859 +665	+56%	+$359K	0.09%	171
2024 Q4	$643K	Buy	1,194 +704	+144%	+$381K	0.07%	209
2024 Q3	$258K	Buy	490 +43	+10%	+$21.9K	0.03%	215
2024 Q2	$225K	Buy	447 +2	+0.4%	+$962	0.04%	192
2024 Q1	$214K	Buy	+445	New	+$204K	0.04%	183
2023 Q3	–	Sell	-413	Closed	-$168K	–	926
2023 Q2	$168K	Buy	+413	New	+$159K	0.04%	159
2023 Q1	–	Sell	-412	Closed	-$145K	–	847
2022 Q4	$145K	Buy	+412	New	+$146K	0.04%	142

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Fiduciary Alliance's VOO Position: Q3 2026 in Review

Fiduciary Alliance increased its Vanguard S&P 500 ETF (VOO) stake by 0.24% in Q3 2026, buying an estimated $25.1K and bringing the position to 14,940 shares worth $10.5M. The position accounts for 0.79% of the portfolio, ranked #25.

Fiduciary Alliance first reported a position in VOO in Q4 2022 and has held it in 13 quarters since. 2,103 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Fiduciary Alliance held 14,940 shares of Vanguard S&P 500 ETF worth $10.5M as of Q3 2026.
Fiduciary Alliance bought 36 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $25.1K.
Vanguard S&P 500 ETF made up 0.79% of Fiduciary Alliance's portfolio in Q3 2026, its #25 holding.
Fiduciary Alliance first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
2,103 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.