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

Members 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	$1.97M	Sell	2,763 -44	-2%	-$30.7K	0.99%	24
2026 Q2	$1.93M	Sell	2,807 -45	-2%	-$30K	1.06%	24
2026 Q1	$1.86M	Sell	2,852 -47	-2%	-$29.4K	1.11%	25
2025 Q4	$1.85M	Sell	2,899 -719	-20%	-$447K	1.16%	23
2025 Q3	$2.22M	Buy	+3,618	New	+$2.13M	1.41%	22
2025 Q1	$1.03M	Buy	2,009 +120	+6%	+$64.9K	0.78%	31
2024 Q4	$1.05M	Buy	+1,889	New	+$1.02M	0.78%	33
2024 Q2	$2.05M	Buy	+3,592	New	+$1.73M	1.37%	21

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Members Wealth's VOO Position: Q3 2026 in Review

Members Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q3 2026, selling an estimated $30.7K and leaving 2,763 shares worth $1.97M. The position accounts for 0.99% of the portfolio, ranked #24.

Members Wealth first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.22M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Members Wealth held 2,763 shares of Vanguard S&P 500 ETF worth $1.97M as of Q3 2026.
Members Wealth sold 44 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $30.7K.
Vanguard S&P 500 ETF made up 0.99% of Members Wealth's portfolio in Q3 2026, its #24 holding.
Members Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Members Wealth's Vanguard S&P 500 ETF position peaked at $2.22M in Q3 2025.
1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.