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Insight Wealth Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Insight Wealth Strategies’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 		$794K Buy
1,133
+7
+0.6% +$4.89K 0.08% 114
2026
Q2 		$772K Sell
1,126
-11
-1% -$7.33K 0.08% 108
2026
Q1 		$679K Buy
1,137
+8
+0.7% +$5K 0.08% 118
2025
Q4 		$708K Buy
1,129
+20
+2% +$12.4K 0.08% 117
2025
Q3 		$679K Buy
1,109
+32
+3% +$18.9K 0.08% 116
2025
Q2 		$611K Sell
1,077
-40
-4% -$21K 0.08% 115
2025
Q1 		$574K Buy
1,117
+5
+0.4% +$2.7K 0.08% 119
2024
Q4 		$599K Sell
1,112
-1,292
-54% -$700K 0.08% 115
2024
Q3 		$1.27M Sell
2,404
-125
-5% -$63.5K 0.17% 110
2024
Q2 		$1.26M Buy
2,529
+172
+7% +$82.8K 0.18% 113
2024
Q1 		$1.13M Buy
2,357
+1,156
+96% +$529K 0.17% 117
2023
Q4 		$525K Buy
1,201
+14
+1% +$5.73K 0.08% 125
2023
Q3 		$466K Buy
1,187
+67
+6% +$27.4K 0.09% 118
2023
Q2 		$456K Sell
1,120
-17
-1% -$6.56K 0.09% 112
2023
Q1 		$428K Buy
1,137
+23
+2% +$8.44K 0.08% 113
2022
Q4 		$391K Buy
1,114
+108
+11% +$38.2K 0.08% 114
2022
Q3 		$349K Hold
1,006
– – 0.06% 121
2022
Q2 		$349K Hold
1,006
– – 0.06% 121
2022
Q1 		$417K Buy
1,006
+4
+0.4% +$1.64K 0.06% 127
2021
Q4 		$438K Buy
1,002
+7
+0.7% +$2.96K 0.06% 123
2021
Q3 		$393K Buy
995
+3
+0.3% +$1.22K 0.06% 151
2021
Q2 		$390K Sell
992
-46
-4% -$17.7K 0.06% 148
2021
Q1 		$378K Buy
1,038
+3
+0.3% +$1.06K 0.05% 157
2020
Q4 		$356K Buy
1,035
+8
+0.8% +$2.61K 0.06% 144
2020
Q3 		$316K Buy
1,027
+33
+3% +$10.1K 0.06% 138
2020
Q2 		$282K Sell
994
-230
-19% -$61.9K 0.06% 134
2020
Q1 		$290K Sell
1,224
-834
-41% -$234K 0.08% 114
2019
Q4 		$609K Buy
2,058
+971
+89% +$275K 0.13% 107
2019
Q3 		$296K Sell
1,087
-404
-27% -$110K 0.07% 152
2019
Q2 		$401K Buy
+1,491
New +$394K 0.1% 122

Other funds holding VOO

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Insight Wealth Strategies's VOO Position: Q3 2026 in Review

Insight Wealth Strategies increased its Vanguard S&P 500 ETF (VOO) stake by 0.62% in Q3 2026, buying an estimated $4.89K and bringing the position to 1,133 shares worth $794K. The position accounts for 0.08% of the portfolio, ranked #114.

Insight Wealth Strategies first reported a position in VOO in Q2 2019 and has held it in 30 quarters since. The position peaked at $1.27M in Q3 2024. 252 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Insight Wealth Strategies held 1,133 shares of Vanguard S&P 500 ETF worth $794K as of Q3 2026.
  • Insight Wealth Strategies bought 7 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $4.89K.
  • Vanguard S&P 500 ETF made up 0.08% of Insight Wealth Strategies's portfolio in Q3 2026, its #114 holding.
  • Insight Wealth Strategies first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 30 quarters since.
  • Insight Wealth Strategies's Vanguard S&P 500 ETF position peaked at $1.27M in Q3 2024.
  • 252 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.