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

Level 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	$2.02M	Buy	2,876 +209	+8%	+$146K	0.77%	19
2026 Q2	$1.83M	Buy	2,667 +1	+0%	+$667	0.73%	19
2026 Q1	$1.59M	Buy	2,666 +2	+0.1%	+$1.25K	0.75%	20
2025 Q4	$1.67M	Buy	2,664 +123	+5%	+$76.4K	0.85%	19
2025 Q3	$1.56M	Hold	2,541	–	–	0.82%	18
2025 Q2	$1.44M	Sell	2,541 -9	-0.4%	-$4.73K	0.84%	18
2025 Q1	$1.31M	Buy	2,550 +1	+0%	+$541	0.86%	14
2024 Q4	$1.37M	Buy	+2,549	New	+$1.38M	0.97%	15

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

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

Level Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 7.8% in Q3 2026, buying an estimated $146K and bringing the position to 2,876 shares worth $2.02M. The position accounts for 0.77% of the portfolio, ranked #19.

Level Wealth Management first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Level Wealth Management held 2,876 shares of Vanguard S&P 500 ETF worth $2.02M as of Q3 2026.
Level Wealth Management bought 209 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $146K.
Vanguard S&P 500 ETF made up 0.77% of Level Wealth Management's portfolio in Q3 2026, its #19 holding.
Level Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.