FORM Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

FORM Wealth Advisors’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	$252K	Buy	360 +19	+6%	+$13.3K	0.03%	52
2026 Q2	$234K	Sell	341 -85	-20%	-$56.7K	0.03%	55
2026 Q1	$255K	Hold	426	–	–	0.03%	53
2025 Q4	$267K	Buy	+426	New	+$265K	0.03%	51
2025 Q2	$232K	Hold	409	–	–	0.03%	60
2025 Q1	$210K	Buy	+409	New	+$221K	0.03%	59

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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

FORM Wealth Advisors's VOO Position: Q3 2026 in Review

FORM Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5.6% in Q3 2026, buying an estimated $13.3K and bringing the position to 360 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #52.

FORM Wealth Advisors first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. The position peaked at $267K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

FORM Wealth Advisors held 360 shares of Vanguard S&P 500 ETF worth $252K as of Q3 2026.
FORM Wealth Advisors bought 19 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $13.3K.
Vanguard S&P 500 ETF made up 0.03% of FORM Wealth Advisors's portfolio in Q3 2026, its #52 holding.
FORM Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's Vanguard S&P 500 ETF position peaked at $267K in Q4 2025.
1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.