McLean Asset Management
VOO icon

McLean Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

McLean Asset 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 		$599K Sell
888
-49
-5% -$34.2K 0.08% 86
2026
Q2 		$644K Buy
937
+1
+0.1% +$667 0.09% 87
2026
Q1 		$559K Sell
936
-75
-7% -$46.9K 0.1% 87
2025
Q4 		$642K Sell
1,011
-419
-29% -$260K 0.12% 83
2025
Q3 		$883K Buy
1,430
+1
+0.1% +$589 0.18% 60
2025
Q2 		$815K Buy
1,429
+8
+0.6% +$4.2K 0.21% 57
2025
Q1 		$649K Buy
1,421
+21
+2% +$11.4K 0.21% 61
2024
Q4 		$754K Buy
1,400
+2
+0.1% +$1.08K 0.23% 60
2024
Q3 		$736K Buy
1,398
+12
+0.9% +$6.1K 0.22% 59
2024
Q2 		$715K Buy
1,386
+2
+0.1% +$962 0.23% 55
2024
Q1 		$661K Buy
1,384
+47
+4% +$21.5K 0.23% 59
2023
Q4 		$575K Buy
1,337
+11
+0.8% +$4.5K 0.22% 57
2023
Q3 		$529K Buy
1,326
+42
+3% +$17.2K 0.22% 59
2023
Q2 		$523K Buy
1,284
+66
+5% +$25.5K 0.21% 59
2023
Q1 		$458K Sell
1,218
-3,024
-71% -$1.11M 0.19% 63
2022
Q4 		$1.49M Buy
4,242
+2,699
+175% +$953K 0.51% 31
2022
Q3 		$514K Buy
1,543
+3
+0.2% +$1.1K 0.2% 56
2022
Q2 		$543K Buy
1,540
+530
+52% +$200K 0.22% 52
2022
Q1 		$419K Sell
1,010
-213
-17% -$87.2K 0.31% 58
2021
Q4 		$530K Buy
1,223
+214
+21% +$90.3K 0.21% 50
2021
Q3 		$423K Sell
1,009
-215
-18% -$87.2K 0.16% 69
2021
Q2 		$485K Sell
1,224
-476
-28% -$183K 0.22% 49
2021
Q1 		$652K Sell
1,700
-449
-21% -$159K 0.51% 35
2020
Q4 		$739K Buy
+2,149
New +$701K 0.65% 28

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

McLean Asset Management's VOO Position: Q3 2026 in Review

McLean Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 5.2% in Q3 2026, selling an estimated $34.2K and leaving 888 shares worth $599K. The position accounts for 0.08% of the portfolio, ranked #86.

McLean Asset Management first reported a position in VOO in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.49M in Q4 2022. 2,804 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • McLean Asset Management held 888 shares of Vanguard S&P 500 ETF worth $599K as of Q3 2026.
  • McLean Asset Management sold 49 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $34.2K.
  • Vanguard S&P 500 ETF made up 0.08% of McLean Asset Management's portfolio in Q3 2026, its #86 holding.
  • McLean Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • McLean Asset Management's Vanguard S&P 500 ETF position peaked at $1.49M in Q4 2022.
  • 2,804 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.