Mindset Wealth Management
VOO icon

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

Mindset 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 		$245K Buy
350
+14
+4% +$9.8K 0.04% 169
2026
Q2 		$231K Hold
336
– – 0.04% 163
2026
Q1 		$201K Hold
336
– – 0.05% 169
2025
Q4 		$211K Hold
336
– – 0.06% 171
2025
Q3 		$206K Buy
+336
New +$198K 0.06% 166

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mindset Wealth Management's VOO Position: Q3 2026 in Review

Mindset Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.2% in Q3 2026, buying an estimated $9.8K and bringing the position to 350 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #169.

Mindset Wealth Management first reported a position in VOO in Q3 2025 and has held it in 5 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Mindset Wealth Management held 350 shares of Vanguard S&P 500 ETF worth $245K as of Q3 2026.
  • Mindset Wealth Management bought 14 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $9.8K.
  • Vanguard S&P 500 ETF made up 0.04% of Mindset Wealth Management's portfolio in Q3 2026, its #169 holding.
  • Mindset Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.