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Latitude Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Latitude Advisors’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 		$5.41M Buy
7,716
+1,823
+31% +$1.27M 1.67% 8
2026
Q2 		$4.05M Buy
5,893
+731
+14% +$487K 1.61% 9
2026
Q1 		$3.08M Buy
5,162
+692
+15% +$433K 1.41% 11
2025
Q4 		$2.8M Buy
4,470
+479
+12% +$298K 1.23% 14
2025
Q3 		$2.44M Buy
3,991
+594
+17% +$350K 1.12% 18
2025
Q2 		$1.93M Buy
3,397
+607
+22% +$319K 0.97% 20
2025
Q1 		$1.43M Buy
2,790
+837
+43% +$452K 0.83% 24
2024
Q4 		$1.05M Buy
1,953
+138
+8% +$74.7K 0.59% 39
2024
Q3 		$957K Buy
1,815
+137
+8% +$69.6K 0.54% 48
2024
Q2 		$839K Sell
1,678
-180
-10% -$86.6K 0.51% 43
2024
Q1 		$893K Sell
1,858
-674
-27% -$308K 0.56% 36
2023
Q4 		$1.11M Buy
2,532
+111
+5% +$45.4K 0.78% 26
2023
Q3 		$951K Buy
2,421
+16
+0.7% +$6.54K 0.68% 27
2023
Q2 		$979K Sell
2,405
-17
-0.7% -$6.56K 0.68% 27
2023
Q1 		$911K Sell
2,422
-127
-5% -$46.6K 0.66% 30
2022
Q4 		$896K Buy
2,549
+453
+22% +$160K 0.67% 27
2022
Q3 		$688K Buy
2,096
+268
+15% +$97.9K 0.57% 33
2022
Q2 		$634K Sell
1,828
-2,922
-62% -$1.1M 0.58% 36
2022
Q1 		$1.97M Buy
4,750
+2,408
+103% +$986K 0.44% 39
2021
Q4 		$1.02M Buy
2,342
+174
+8% +$73.4K 0.29% 71
2021
Q3 		$855K Buy
2,168
+1,083
+100% +$439K 0.27% 72
2021
Q2 		$427K Sell
1,085
-3
-0.3% -$1.15K 0.32% 71
2021
Q1 		$396K Buy
1,088
+29
+3% +$10.3K 0.32% 73
2020
Q4 		$364K Buy
+1,059
New +$345K 0.32% 79

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Latitude Advisors's VOO Position: Q3 2026 in Review

Latitude Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 31% in Q3 2026, buying an estimated $1.27M and bringing the position to 7,716 shares worth $5.41M. The position accounts for 1.67% of the portfolio, ranked #8.

Latitude Advisors first reported a position in VOO in Q4 2020 and has held it in 24 quarters since. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Latitude Advisors held 7,716 shares of Vanguard S&P 500 ETF worth $5.41M as of Q3 2026.
  • Latitude Advisors bought 1,823 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.27M.
  • Vanguard S&P 500 ETF made up 1.67% of Latitude Advisors's portfolio in Q3 2026, its #8 holding.
  • Latitude Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.