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

Wavvest Wealth LLC’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	$1.42M	Buy	+2,025	New	+$1.41M	1.14%	24

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 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

Wavvest Wealth LLC's VOO Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 2,025 shares worth $1.42M. The stake represents 1.14% of the portfolio and ranks #24 among its holdings.

1,230 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Wavvest Wealth LLC held 2,025 shares of Vanguard S&P 500 ETF worth $1.42M as of Q3 2026.
Vanguard S&P 500 ETF was a new Wavvest Wealth LLC position in Q3 2026.
Vanguard S&P 500 ETF made up 1.14% of Wavvest Wealth LLC's portfolio in Q3 2026, its #24 holding.
1,230 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.