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

Integris 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	$1.02M	Buy	1,452 +112	+8%	+$78.2K	0.2%	42
2026 Q2	$920K	Buy	1,340 +244	+22%	+$163K	0.19%	45
2026 Q1	$655K	Hold	1,096	–	–	0.15%	45
2025 Q4	$687K	Buy	1,096 +54	+5%	+$33.6K	0.16%	51
2025 Q3	$638K	Buy	1,042 +251	+32%	+$148K	0.16%	50
2025 Q2	$449K	Hold	791	–	–	0.12%	66
2025 Q1	$407K	Buy	791 +132	+20%	+$71.4K	0.12%	62
2024 Q4	$355K	Buy	659 +109	+20%	+$59K	0.1%	70
2024 Q3	$290K	Sell	550 -57	-9%	-$29K	0.08%	76
2024 Q2	$304K	Buy	607 +57	+10%	+$27.4K	0.09%	73
2024 Q1	$264K	Hold	550	–	–	0.07%	83
2023 Q4	$240K	Hold	550	–	–	0.07%	84
2023 Q3	$216K	Sell	550 -33	-6%	-$13.5K	0.07%	82
2023 Q2	$237K	Sell	583 -53	-8%	-$20.4K	0.08%	76
2023 Q1	$239K	Sell	636 -16	-2%	-$5.87K	0.09%	76
2022 Q4	$229K	Buy	+652	New	+$230K	0.09%	75

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

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

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Integris Wealth Management's VOO Position: Q3 2026 in Review

Integris Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 8.4% in Q3 2026, buying an estimated $78.2K and bringing the position to 1,452 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #42.

Integris Wealth Management first reported a position in VOO in Q4 2022 and has held it in 16 quarters since. 1,275 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Integris Wealth Management held 1,452 shares of Vanguard S&P 500 ETF worth $1.02M as of Q3 2026.
Integris Wealth Management bought 112 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $78.2K.
Vanguard S&P 500 ETF made up 0.2% of Integris Wealth Management's portfolio in Q3 2026, its #42 holding.
Integris Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.