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

High Point 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
2026 Q3	$413K	Buy	590 +2	+0.3%	+$1.4K	0.33%	64
2026 Q2	$404K	Buy	588 +7	+1%	+$4.67K	0.33%	65
2026 Q1	$347K	Sell	581 -35	-6%	-$21.9K	0.34%	67
2025 Q4	$386K	Buy	+616	New	+$383K	0.36%	63

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

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

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

High Point Wealth Management's VOO Position: Q3 2026 in Review

High Point Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.34% in Q3 2026, buying an estimated $1.4K and bringing the position to 590 shares worth $413K. The position accounts for 0.33% of the portfolio, ranked #64.

High Point Wealth Management first reported a position in VOO in Q4 2025 and has held it in 4 quarters since. 2,758 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

High Point Wealth Management held 590 shares of Vanguard S&P 500 ETF worth $413K as of Q3 2026.
High Point Wealth Management bought 2 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.4K.
Vanguard S&P 500 ETF made up 0.33% of High Point Wealth Management's portfolio in Q3 2026, its #64 holding.
High Point Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
2,758 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.