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

Financial Perspectives’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 		$3.65M Sell
5,215
-320
-6% -$224K 0.85% 26
2026
Q2 		$3.8M Buy
5,535
+961
+21% +$641K 0.93% 24
2026
Q1 		$2.73M Buy
4,574
+81
+2% +$50.7K 0.76% 26
2025
Q4 		$2.82M Buy
4,493
+55
+1% +$34.2K 0.76% 28
2025
Q3 		$2.72M Sell
4,438
-227
-5% -$134K 0.75% 29
2025
Q2 		$2.65M Sell
4,665
-1,321
-22% -$694K 0.8% 26
2025
Q1 		$3.08M Sell
5,986
-81
-1% -$43.8K 1.05% 22
2024
Q4 		$3.27M Buy
6,067
+223
+4% +$121K 1.1% 21
2024
Q3 		$3.08M Buy
5,844
+87
+2% +$44.2K 1.07% 22
2024
Q2 		$2.88M Hold
5,757
– – 1.06% 21
2024
Q1 		$2.77M Buy
5,757
+69
+1% +$31.6K 1.05% 22
2023
Q4 		$2.48M Buy
5,688
+155
+3% +$63.5K 1.01% 22
2023
Q3 		$2.17M Buy
5,533
+57
+1% +$23.3K 0.99% 22
2023
Q2 		$2.23M Hold
5,476
– – 0.98% 22
2023
Q1 		$2.06M Buy
5,476
+2
+0% +$733 0.98% 22
2022
Q4 		$1.92M Sell
5,474
-1,609
-23% -$568K 0.99% 22
2022
Q3 		$2.33M Sell
7,083
-710
-9% -$259K 1.3% 16
2022
Q2 		$2.7M Sell
7,793
-952
-11% -$359K 1.53% 14
2022
Q1 		$3.63M Sell
8,745
-134
-2% -$54.9K 1.7% 13
2021
Q4 		$3.88M Buy
8,879
+3,546
+66% +$1.5M 1.83% 12
2021
Q3 		$2.1M Sell
5,333
-101
-2% -$41K 1.06% 19
2021
Q2 		$2.14M Hold
5,434
– – 1.04% 21
2021
Q1 		$1.98M Sell
5,434
-1,025
-16% -$363K 1.06% 19
2020
Q4 		$2.22M Buy
6,459
+1,138
+21% +$371K 1.26% 16
2020
Q3 		$1.64M Sell
5,321
-322
-6% -$98.1K 1.08% 18
2020
Q2 		$1.6M Hold
5,643
– – 1.14% 16
2020
Q1 		$1.34M Buy
5,643
+5,556
+6,386% +$1.56M 1.08% 15
2019
Q4 		$25.7K Buy
+87
New +$24.6K 0.02% 232

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Financial Perspectives's VOO Position: Q3 2026 in Review

Financial Perspectives reduced its Vanguard S&P 500 ETF (VOO) stake by 5.8% in Q3 2026, selling an estimated $224K and leaving 5,215 shares worth $3.65M. The position accounts for 0.85% of the portfolio, ranked #26.

Financial Perspectives first reported a position in VOO in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.88M in Q4 2021. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Financial Perspectives held 5,215 shares of Vanguard S&P 500 ETF worth $3.65M as of Q3 2026.
  • Financial Perspectives sold 320 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $224K.
  • Vanguard S&P 500 ETF made up 0.85% of Financial Perspectives's portfolio in Q3 2026, its #26 holding.
  • Financial Perspectives first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • Financial Perspectives's Vanguard S&P 500 ETF position peaked at $3.88M in Q4 2021.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.