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

Fortress 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
2025 Q3	$1.94M	Hold	3,174	–	–	0.86%	25
2025 Q2	$1.8M	Hold	3,174	–	–	0.87%	23
2025 Q1	$1.63M	Hold	3,174	–	–	0.85%	24
2024 Q4	$1.71M	Hold	3,174	–	–	0.83%	25
2024 Q3	$1.67M	Hold	3,174	–	–	0.84%	28
2024 Q2	$1.59M	Hold	3,174	–	–	0.81%	31
2024 Q1	$1.53M	Hold	3,174	–	–	0.79%	31
2023 Q4	$1.39M	Hold	3,174	–	–	0.76%	32
2023 Q3	$1.25M	Hold	3,174	–	–	0.81%	29
2023 Q2	$1.29M	Sell	3,174 -5	-0.2%	-$1.93K	0.84%	30
2023 Q1	$1.2M	Hold	3,179	–	–	0.84%	32
2022 Q4	$1.12M	Hold	3,179	–	–	0.93%	32
2022 Q3	$1.04M	Sell	3,179 -892	-22%	-$326K	1.06%	28
2022 Q2	$1.41M	Buy	4,071 +5	+0.1%	+$1.88K	1.33%	27
2022 Q1	$1.69M	Sell	4,066 -120	-3%	-$49.1K	1.29%	23
2021 Q4	$1.83M	Buy	+4,186	New	+$1.77M	1.37%	19

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fortress Wealth Management's VOO Position: Q3 2025 in Review

Fortress Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2025 at 3,174 shares worth $1.94M. The position accounts for 0.86% of the portfolio, ranked #25.

Fortress Wealth Management first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

Fortress Wealth Management held 3,174 shares of Vanguard S&P 500 ETF worth $1.94M as of Q3 2025.
Fortress Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q3 2025.
Vanguard S&P 500 ETF made up 0.86% of Fortress Wealth Management's portfolio in Q3 2025, its #25 holding.
Fortress Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.