MKT Advisors
VOO icon

MKT Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

MKT Advisors’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 		$25.8M Sell
36,286
-1,008
-3% -$704K 8.28% 2
2026
Q2 		$25.6M Sell
37,294
-578
-2% -$385K 7.96% 2
2026
Q1 		$23M Sell
37,872
-399
-1% -$250K 7.7% 2
2025
Q4 		$24.2M Sell
38,271
-204
-0.5% -$127K 8.26% 2
2025
Q3 		$23.6M Sell
38,475
-174
-0.5% -$103K 8.8% 2
2025
Q2 		$21.9M Sell
38,649
-118
-0.3% -$62K 8.69% 2
2025
Q1 		$18M Sell
38,767
-525
-1% -$284K 8.43% 2
2024
Q4 		$21.6M Sell
39,292
-1,404
-3% -$760K 9.41% 2
2024
Q3 		$21.3M Buy
40,696
+1,335
+3% +$679K 9.98% 2
2024
Q2 		$20.1M Buy
39,361
+1,006
+3% +$484K 10% 2
2024
Q1 		$18.1M Buy
38,355
+431
+1% +$197K 9.94% 2
2023
Q4 		$16.3M Buy
37,924
+997
+3% +$408K 10.76% 2
2023
Q3 		$14.5M Buy
36,927
+2,323
+7% +$950K 10.99% 2
2023
Q2 		$14.5M Buy
34,604
+523
+2% +$202K 10.26% 3
2023
Q1 		$12.8M Buy
34,081
+619
+2% +$227K 9.53% 3
2022
Q4 		$12.2M Buy
33,462
+5,516
+20% +$1.95M 9.16% 3
2022
Q3 		$9.18M Buy
27,946
+61
+0.2% +$22.3K 7.97% 3
2022
Q2 		$9.8M Buy
27,885
+245
+0.9% +$92.3K 7.68% 3
2022
Q1 		$10.1M Buy
27,640
+12,186
+79% +$4.99M 7.63% 3
2021
Q4 		$6.16M Buy
+15,454
New +$6.52M 4.82% 3

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
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
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MKT Advisors's VOO Position: Q3 2026 in Review

MKT Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 2.7% in Q3 2026, selling an estimated $704K and leaving 36,286 shares worth $25.8M. The position accounts for 8.28% of the portfolio, ranked #2.

MKT Advisors first reported a position in VOO in Q4 2021 and has held it in 20 quarters since. 1,362 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • MKT Advisors held 36,286 shares of Vanguard S&P 500 ETF worth $25.8M as of Q3 2026.
  • MKT Advisors sold 1,008 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $704K.
  • Vanguard S&P 500 ETF made up 8.28% of MKT Advisors's portfolio in Q3 2026, its #2 holding.
  • MKT Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,362 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.