Holos Integrated Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Holos Integrated Wealth’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	$1.41M	Sell	2,006 -26	-1%	-$18.2K	0.64%	30
2026 Q2	$1.4M	Hold	2,032	–	–	0.65%	31
2026 Q1	$1.23M	Buy	2,032 +616	+44%	+$385K	0.62%	31
2025 Q4	$890K	Hold	1,416	–	–	0.5%	29
2025 Q3	$850K	Hold	1,416	–	–	0.5%	25
2025 Q2	$829K	Hold	1,416	–	–	0.5%	28
2025 Q1	$728K	Hold	1,416	–	–	0.48%	31
2024 Q4	$763K	Buy	+1,416	New	+$767K	0.52%	29

Other funds holding VOO

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Holos Integrated Wealth's VOO Position: Q3 2026 in Review

Holos Integrated Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q3 2026, selling an estimated $18.2K and leaving 2,006 shares worth $1.41M. The position accounts for 0.64% of the portfolio, ranked #30.

Holos Integrated Wealth first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Holos Integrated Wealth held 2,006 shares of Vanguard S&P 500 ETF worth $1.41M as of Q3 2026.
Holos Integrated Wealth sold 26 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $18.2K.
Vanguard S&P 500 ETF made up 0.64% of Holos Integrated Wealth's portfolio in Q3 2026, its #30 holding.
Holos Integrated Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.