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

LongView 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	$8.31M	Sell	11,857 -1,177	-9%	-$822K	2%	13
2026 Q2	$8.95M	Buy	13,034 +1,094	+9%	+$729K	2.3%	10
2026 Q1	$7.62M	Buy	11,940 +3,027	+34%	+$1.89M	1.91%	10
2025 Q4	$5.7M	Buy	8,913 +387	+5%	+$241K	1.38%	16
2025 Q3	$5.22M	Buy	8,526 +908	+12%	+$535K	1.41%	16
2025 Q2	$4.33M	Buy	7,618 +498	+7%	+$262K	1.31%	19
2025 Q1	$3.66M	Buy	7,120 +703	+11%	+$380K	1.1%	26
2024 Q4	$3.46M	Buy	6,417 +448	+8%	+$243K	1.05%	24
2024 Q3	$3.15M	Buy	5,969 +759	+15%	+$386K	1.01%	27
2024 Q2	$2.61M	Buy	5,210 +622	+14%	+$299K	0.96%	28
2024 Q1	$2.21M	Buy	4,588 +558	+14%	+$255K	0.87%	29
2023 Q4	$1.75M	Buy	+4,030	New	+$1.65M	0.78%	32

Other funds holding VOO

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

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

LongView Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 9% in Q3 2026, selling an estimated $822K and leaving 11,857 shares worth $8.31M. The position accounts for 2% of the portfolio, ranked #13.

LongView Wealth Management first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.95M in Q2 2026. 1,106 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

LongView Wealth Management held 11,857 shares of Vanguard S&P 500 ETF worth $8.31M as of Q3 2026.
LongView Wealth Management sold 1,177 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $822K.
Vanguard S&P 500 ETF made up 2% of LongView Wealth Management's portfolio in Q3 2026, its #13 holding.
LongView Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's Vanguard S&P 500 ETF position peaked at $8.95M in Q2 2026.
1,106 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.