Liquid Strategies
VOO icon

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

Liquid 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 		$665M Buy
948,405
+215,268
+29% +$150M 72.24% 1
2026
Q2 		$504M Buy
733,137
+284,704
+63% +$190M 68.76% 1
2026
Q1 		$268M Sell
448,433
-22,900
-5% -$14.3M 57.57% 1
2025
Q4 		$296M Sell
471,333
-62,044
-12% -$38.6M 64.34% 1
2025
Q3 		$327M Buy
533,377
+6,717
+1% +$3.96M 67.27% 1
2025
Q2 		$299M Sell
526,660
-125,016
-19% -$65.7M 65.39% 1
2025
Q1 		$335M Buy
651,676
+157,106
+32% +$84.9M 63.09% 1
2024
Q4 		$266M Buy
494,570
+91,517
+23% +$49.6M 54.87% 1
2024
Q3 		$213M Buy
403,053
+21,232
+6% +$10.8M 50.88% 1
2024
Q2 		$191M Buy
381,821
+24,384
+7% +$11.7M 50.22% 1
2024
Q1 		$172M Sell
357,437
-158,530
-31% -$72.6M 44.45% 1
2023
Q4 		$225M Sell
515,967
-76,675
-13% -$31.4M 55.44% 1
2023
Q3 		$233M Sell
592,642
-15,230
-3% -$6.23M 61.59% 1
2023
Q2 		$248M Buy
607,872
+9,386
+2% +$3.62M 62.5% 1
2023
Q1 		$225M Sell
598,486
-144,910
-19% -$53.1M 61.19% 1
2022
Q4 		$261M Buy
743,396
+475
+0.1% +$168K 66.24% 1
2022
Q3 		$244M Sell
742,921
-6,083
-0.8% -$2.22M 62.91% 1
2022
Q2 		$260M Buy
749,004
+415
+0.1% +$156K 62.47% 1
2022
Q1 		$311M Buy
748,589
+152,095
+25% +$62.3M 55.45% 1
2021
Q4 		$261M Buy
596,494
+79,208
+15% +$33.4M 53.76% 1
2021
Q3 		$204M Buy
517,286
+22,813
+5% +$9.26M 49.08% 1
2021
Q2 		$195M Buy
494,473
+93,553
+23% +$35.9M 51.31% 1
2021
Q1 		$146M Buy
400,920
+38,986
+11% +$13.8M 45.47% 1
2020
Q4 		$124M Buy
361,934
+1,584
+0.4% +$516K 38.88% 2
2020
Q3 		$111M Buy
360,350
+108,813
+43% +$33.1M 41.04% 2
2020
Q2 		$71.3M Buy
251,537
+38,330
+18% +$10.3M 31.52% 2
2020
Q1 		$50.5M Buy
213,207
+105,217
+97% +$29.5M 25.39% 2
2019
Q4 		$31.9M Buy
+107,990
New +$30.5M 27.29% 2

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

Liquid Strategies's VOO Position: Q3 2026 in Review

Liquid Strategies increased its Vanguard S&P 500 ETF (VOO) stake by 29% in Q3 2026, buying an estimated $150M and bringing the position to 948,405 shares worth $665M. The position accounts for 72.24% of the portfolio, ranked #1.

Liquid Strategies first reported a position in VOO in Q4 2019 and has held it in 28 quarters since. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Liquid Strategies held 948,405 shares of Vanguard S&P 500 ETF worth $665M as of Q3 2026.
  • Liquid Strategies bought 215,268 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $150M.
  • Vanguard S&P 500 ETF made up 72.24% of Liquid Strategies's portfolio in Q3 2026, its #1 holding.
  • Liquid Strategies first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • 2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Liquid Strategies's 13F filing for Q3 2026, filed 4 Nov 2026.