Infinity Wealth Counsel’s Vanguard S&P 500 ETF VOO Stock Holding History

Infinity Wealth Counsel’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	$2.38M	Buy	3,402 +2	+0.1%	+$1.4K	1.92%	24
2026 Q2	$2.34M	Hold	3,400	–	–	1.89%	23
2026 Q1	$2.03M	Hold	3,400	–	–	1.87%	23
2025 Q4	$2.13M	Hold	3,400	–	–	1.94%	23
2025 Q3	$2.08M	Sell	3,400 -600	-15%	-$354K	2.02%	22
2025 Q2	$2.27M	Hold	4,000	–	–	2.29%	20
2025 Q1	$2.06M	Hold	4,000	–	–	2.22%	21
2024 Q4	$2.16M	Buy	+4,000	New	+$2.17M	2.3%	20

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 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

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

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Infinity Wealth Counsel's VOO Position: Q3 2026 in Review

Infinity Wealth Counsel increased its Vanguard S&P 500 ETF (VOO) stake by 0.06% in Q3 2026, buying an estimated $1.4K and bringing the position to 3,402 shares worth $2.38M. The position accounts for 1.92% of the portfolio, ranked #24.

Infinity Wealth Counsel first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 1,106 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Infinity Wealth Counsel held 3,402 shares of Vanguard S&P 500 ETF worth $2.38M as of Q3 2026.
Infinity Wealth Counsel bought 2 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.4K.
Vanguard S&P 500 ETF made up 1.92% of Infinity Wealth Counsel's portfolio in Q3 2026, its #24 holding.
Infinity Wealth Counsel first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,106 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Infinity Wealth Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.