Madrona Financial Services
VOO icon

Madrona Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Madrona Financial Services’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 		$6.2M Buy
8,850
+5,975
+208% +$4.17M 0.96% 30
2026
Q2 		$1.97M Buy
2,875
+287
+11% +$191K 0.36% 36
2026
Q1 		$1.55M Sell
2,588
-27
-1% -$16.9K 0.34% 40
2025
Q4 		$1.64M Buy
2,615
+1
+0% +$621 0.35% 36
2025
Q3 		$1.6M Sell
2,614
-15
-0.6% -$8.84K 0.35% 34
2025
Q2 		$1.49M Buy
2,629
+129
+5% +$67.8K 0.36% 33
2025
Q1 		$1.28M Buy
2,500
+72
+3% +$38.9K 0.35% 33
2024
Q4 		$1.31M Buy
2,428
+771
+47% +$418K 0.36% 42
2024
Q3 		$875K Buy
1,657
+30
+2% +$15.2K 0.24% 45
2024
Q2 		$814K Sell
1,627
-57
-3% -$27.4K 0.25% 45
2024
Q1 		$809K Sell
1,684
-56
-3% -$25.6K 0.28% 42
2023
Q4 		$760K Buy
1,740
+573
+49% +$235K 0.3% 43
2023
Q3 		$458K Sell
1,167
-105
-8% -$42.9K 0.21% 58
2023
Q2 		$518K Sell
1,272
-594
-32% -$229K 0.25% 52
2023
Q1 		$702K Buy
1,866
+711
+62% +$261K 0.38% 35
2022
Q4 		$406K Sell
1,155
-281
-20% -$99.3K 0.23% 42
2022
Q3 		$472K Buy
1,436
+385
+37% +$141K 0.29% 37
2022
Q2 		$365K Sell
1,051
-50
-5% -$18.8K 0.21% 52
2022
Q1 		$454K Sell
1,101
-224
-17% -$91.7K 0.22% 49
2021
Q4 		$578K Buy
1,325
+8
+0.6% +$3.38K 0.24% 40
2021
Q3 		$519K Buy
1,317
+4
+0.3% +$1.62K 0.25% 37
2021
Q2 		$517K Sell
1,313
-33
-2% -$12.7K 0.27% 34
2021
Q1 		$490K Buy
1,346
+1
+0.1% +$355 0.25% 36
2020
Q4 		$462K Sell
1,345
-32,226
-96% -$10.5M 0.26% 33
2020
Q3 		$10.3M Buy
33,571
+919
+3% +$280K 6.48% 3
2020
Q2 		$9.25M Buy
32,652
+1,099
+3% +$296K 6.4% 3
2020
Q1 		$7.47M Buy
31,553
+446
+1% +$125K 6.2% 3
2019
Q4 		$9.2M Buy
31,107
+11
+0% +$3.11K 6.68% 3
2019
Q3 		$8.48M Sell
31,096
-86
-0.3% -$23.3K 6.23% 3
2019
Q2 		$8.39M Buy
31,182
+28,944
+1,293% +$7.66M 7.79% 3
2019
Q1 		$581K Buy
+2,238
New +$559K 0.64% 24

Other funds holding VOO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Madrona Financial Services's VOO Position: Q3 2026 in Review

Madrona Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 208% in Q3 2026, buying an estimated $4.17M and bringing the position to 8,850 shares worth $6.2M. The position accounts for 0.96% of the portfolio, ranked #30.

Madrona Financial Services first reported a position in VOO in Q1 2019 and has held it in 31 quarters since. The position peaked at $10.3M in Q3 2020. 3,327 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Madrona Financial Services held 8,850 shares of Vanguard S&P 500 ETF worth $6.2M as of Q3 2026.
  • Madrona Financial Services bought 5,975 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $4.17M.
  • Vanguard S&P 500 ETF made up 0.96% of Madrona Financial Services's portfolio in Q3 2026, its #30 holding.
  • Madrona Financial Services first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 31 quarters since.
  • Madrona Financial Services's Vanguard S&P 500 ETF position peaked at $10.3M in Q3 2020.
  • 3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.