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

McGlone Suttner 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 		$278K Buy
396
+23
+6% +$16.1K 0.03% 169
2026
Q2 		$256K Sell
373
-82
-18% -$54.7K 0.03% 178
2026
Q1 		$272K Buy
+455
New +$285K 0.04% 168
2024
Q1 		– Sell
-18
Closed -$7.86K – 755
2023
Q4 		$7.86K Buy
+18
New +$7.37K ﹤0.01% 534

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
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

McGlone Suttner Wealth Management's VOO Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.2% in Q3 2026, buying an estimated $16.1K and bringing the position to 396 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #169.

McGlone Suttner Wealth Management first reported a position in VOO in Q4 2023 and has held it in 4 quarters since. 2,889 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • McGlone Suttner Wealth Management held 396 shares of Vanguard S&P 500 ETF worth $278K as of Q3 2026.
  • McGlone Suttner Wealth Management bought 23 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $16.1K.
  • Vanguard S&P 500 ETF made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #169 holding.
  • McGlone Suttner Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 4 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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