Melone Private Wealth
VOO icon

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

Melone 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 		$1.2M Sell
1,718
-411
-19% -$287K 0.47% 33
2026
Q2 		$1.46M Buy
2,129
+6
+0.3% +$4K 0.56% 33
2026
Q1 		$1.27M Sell
2,123
-10
-0.5% -$6.25K 0.52% 33
2025
Q4 		$1.34M Sell
2,133
-26
-1% -$16.2K 0.57% 32
2025
Q3 		$1.32M Sell
2,159
-15
-0.7% -$8.84K 0.6% 28
2025
Q2 		$1.23M Sell
2,174
-55
-2% -$28.9K 0.63% 28
2025
Q1 		$1.15M Buy
2,229
+7
+0.3% +$3.78K 0.6% 30
2024
Q4 		$1.2M Buy
2,222
+10
+0.5% +$5.42K 0.62% 29
2024
Q3 		$1.17M Sell
2,212
-233
-10% -$118K 0.62% 28
2024
Q2 		$1.22M Hold
2,445
– – 0.72% 27
2024
Q1 		$1.18M Buy
2,445
+6
+0.2% +$2.75K 0.71% 27
2023
Q4 		$1.07M Sell
2,439
-9
-0.4% -$3.68K 0.68% 27
2023
Q3 		$961K Buy
2,448
+1
+0% +$409 0.69% 27
2023
Q2 		$997K Hold
2,447
– – 0.7% 28
2023
Q1 		$916K Sell
2,447
-49
-2% -$18K 0.7% 28
2022
Q4 		$877K Buy
2,496
+2
+0.1% +$707 0.74% 30
2022
Q3 		$855K Sell
2,494
-4
-0.2% -$1.46K 0.75% 31
2022
Q2 		$892K Buy
2,498
+2
+0.1% +$753 0.76% 32
2022
Q1 		$981K Sell
2,496
-36
-1% -$14.7K 0.8% 33
2021
Q4 		$1.1M Buy
+2,532
New +$1.07M 0.83% 33

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

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

Melone Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 19% in Q3 2026, selling an estimated $287K and leaving 1,718 shares worth $1.2M. The position accounts for 0.47% of the portfolio, ranked #33.

Melone Private Wealth first reported a position in VOO in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q2 2026. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Melone Private Wealth held 1,718 shares of Vanguard S&P 500 ETF worth $1.2M as of Q3 2026.
  • Melone Private Wealth sold 411 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $287K.
  • Vanguard S&P 500 ETF made up 0.47% of Melone Private Wealth's portfolio in Q3 2026, its #33 holding.
  • Melone Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • Melone Private Wealth's Vanguard S&P 500 ETF position peaked at $1.46M in Q2 2026.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.