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

Finer Wealth Management’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	$10.2M	Buy	+14,566	New	+$10.2M	4.04%	8

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

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

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

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Finer Wealth Management's VOO Position: Q3 2026 in Review

Finer Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 14,566 shares worth $10.2M. The stake represents 4.04% of the portfolio and ranks #8 among its holdings.

1,922 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Finer Wealth Management held 14,566 shares of Vanguard S&P 500 ETF worth $10.2M as of Q3 2026.
Vanguard S&P 500 ETF was a new Finer Wealth Management position in Q3 2026.
Vanguard S&P 500 ETF made up 4.04% of Finer Wealth Management's portfolio in Q3 2026, its #8 holding.
1,922 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.