M.E. Allison & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

M.E. Allison & Co’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	$1.81M	Hold	2,581	–	–	1.01%	24
2026 Q2	$1.77M	Buy	2,581 +1	+0%	+$667	1.02%	23
2026 Q1	$1.54M	Hold	2,580	–	–	1.02%	23
2025 Q4	$1.62M	Buy	2,580 +2	+0.1%	+$1.24K	1.1%	24
2025 Q3	$1.58M	Buy	2,578 +2	+0.1%	+$1.18K	1.1%	23
2025 Q2	$1.46M	Buy	2,576 +1,485	+136%	+$780K	1.18%	23
2025 Q1	$561K	Buy	1,091 +31	+3%	+$16.8K	0.55%	53
2024 Q4	$572K	Buy	+1,060	New	+$574K	0.63%	43

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

M.E. Allison & Co's VOO Position: Q3 2026 in Review

M.E. Allison & Co held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 2,581 shares worth $1.81M. The position accounts for 1.01% of the portfolio, ranked #24.

M.E. Allison & Co first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 1,049 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

M.E. Allison & Co held 2,581 shares of Vanguard S&P 500 ETF worth $1.81M as of Q3 2026.
M.E. Allison & Co left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
Vanguard S&P 500 ETF made up 1.01% of M.E. Allison & Co's portfolio in Q3 2026, its #24 holding.
M.E. Allison & Co first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,049 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.