Helen Stephens Group
VOO icon

Helen Stephens Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Helen Stephens Group’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 		$2.44M Buy
3,475
+39
+1% +$27.2K 0.39% 30
2026
Q2 		$2.36M Sell
3,436
-25
-0.7% -$16.7K 0.4% 30
2026
Q1 		$2.07M Buy
3,461
+84
+2% +$52.5K 0.41% 30
2025
Q4 		$2.12M Buy
3,377
+19
+0.6% +$11.8K 0.44% 30
2025
Q3 		$2.06M Buy
3,358
+21
+0.6% +$12.4K 0.46% 31
2025
Q2 		$1.9M Hold
3,337
– – 0.47% 32
2025
Q1 		$1.71M Buy
3,337
+12
+0.4% +$6.49K 0.49% 28
2024
Q4 		$1.79M Sell
3,325
-123
-4% -$66.6K 0.53% 28
2024
Q3 		$1.82M Buy
3,448
+105
+3% +$53.4K 0.55% 27
2024
Q2 		$1.67M Buy
3,343
+2,095
+168% +$1.01M 0.58% 27
2024
Q1 		$600K Buy
1,248
+140
+13% +$64.1K 0.23% 44
2023
Q4 		$484K Buy
1,108
+7
+0.6% +$2.87K 0.22% 46
2023
Q3 		$433K Buy
1,101
+2
+0.2% +$818 0.22% 46
2023
Q2 		$448K Hold
1,099
– – 0.23% 47
2023
Q1 		$413K Buy
1,099
+2
+0.2% +$733 0.21% 51
2022
Q4 		$385K Sell
1,097
-9
-0.8% -$3.18K 0.23% 53
2022
Q3 		$363K Buy
1,106
+3
+0.3% +$1.1K 0.25% 48
2022
Q2 		$383K Sell
1,103
-77
-7% -$29K 0.27% 42
2022
Q1 		$490K Buy
1,180
+118
+11% +$48.3K 0.34% 34
2021
Q4 		$464K Buy
+1,062
New +$448K 0.37% 31

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Helen Stephens Group's VOO Position: Q3 2026 in Review

Helen Stephens Group increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q3 2026, buying an estimated $27.2K and bringing the position to 3,475 shares worth $2.44M. The position accounts for 0.39% of the portfolio, ranked #30.

Helen Stephens Group first reported a position in VOO in Q4 2021 and has held it in 20 quarters since. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Helen Stephens Group held 3,475 shares of Vanguard S&P 500 ETF worth $2.44M as of Q3 2026.
  • Helen Stephens Group bought 39 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $27.2K.
  • Vanguard S&P 500 ETF made up 0.39% of Helen Stephens Group's portfolio in Q3 2026, its #30 holding.
  • Helen Stephens Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.