MASECO Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

MASECO Private Wealth’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	$25.6M	Sell	36,480 -1,089	-3%	-$761K	0.7%	28
2026 Q2	$25.8M	Buy	37,569 +1,886	+5%	+$1.26M	0.72%	28
2026 Q1	$21.3M	Sell	35,683 -1,001	-3%	-$626K	0.67%	28
2025 Q4	$23M	Buy	+36,684	New	+$22.8M	1%	21
2025 Q3	–	Sell	-40,567	Closed	-$23M	–	511
2025 Q2	$23M	Buy	+40,567	New	+$21.3M	0.88%	27

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

MASECO Private Wealth's VOO Position: Q3 2026 in Review

MASECO Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q3 2026, selling an estimated $761K and leaving 36,480 shares worth $25.6M. The position accounts for 0.7% of the portfolio, ranked #28.

MASECO Private Wealth first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. The position peaked at $25.8M in Q2 2026. 2,378 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

MASECO Private Wealth held 36,480 shares of Vanguard S&P 500 ETF worth $25.6M as of Q3 2026.
MASECO Private Wealth sold 1,089 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $761K.
Vanguard S&P 500 ETF made up 0.7% of MASECO Private Wealth's portfolio in Q3 2026, its #28 holding.
MASECO Private Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
MASECO Private Wealth's Vanguard S&P 500 ETF position peaked at $25.8M in Q2 2026.
2,378 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.