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

Goldstein 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	$246K	Sell	351 -353	-50%	-$247K	0.02%	212
2026 Q2	$484K	Buy	704 +123	+21%	+$82K	0.04%	134
2026 Q1	$347K	Buy	581 +253	+77%	+$158K	0.04%	138
2025 Q4	$206K	Sell	328 -69	-17%	-$42.9K	0.02%	206
2025 Q3	$243K	Buy	+397	New	+$234K	0.03%	175

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

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

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Goldstein Advisors's VOO Position: Q3 2026 in Review

Goldstein Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 50% in Q3 2026, selling an estimated $247K and leaving 351 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #212.

Goldstein Advisors first reported a position in VOO in Q3 2025 and has held it in 5 quarters since. The position peaked at $484K in Q2 2026. 2,804 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Goldstein Advisors held 351 shares of Vanguard S&P 500 ETF worth $246K as of Q3 2026.
Goldstein Advisors sold 353 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $247K.
Vanguard S&P 500 ETF made up 0.02% of Goldstein Advisors's portfolio in Q3 2026, its #212 holding.
Goldstein Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
Goldstein Advisors's Vanguard S&P 500 ETF position peaked at $484K in Q2 2026.
2,804 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.