Intergy Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Intergy Private 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	$350K	Buy	500 +155	+45%	+$108K	0.08%	89
2026 Q2	$237K	Buy	345 +1	+0.3%	+$667	0.05%	122
2026 Q1	$206K	Buy	344 +9	+3%	+$5.63K	0.06%	116
2025 Q4	$210K	Buy	+335	New	+$208K	0.06%	109

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

Intergy Private Wealth's VOO Position: Q3 2026 in Review

Intergy Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 45% in Q3 2026, buying an estimated $108K and bringing the position to 500 shares worth $350K. The position accounts for 0.08% of the portfolio, ranked #89.

Intergy Private Wealth first reported a position in VOO in Q4 2025 and has held it in 4 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Intergy Private Wealth held 500 shares of Vanguard S&P 500 ETF worth $350K as of Q3 2026.
Intergy Private Wealth bought 155 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $108K.
Vanguard S&P 500 ETF made up 0.08% of Intergy Private Wealth's portfolio in Q3 2026, its #89 holding.
Intergy Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.