MN Wealth Advisors
VOO icon

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

MN Wealth 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 		$284K Buy
405
+2
+0.5% +$1.4K 0.12% 113
2026
Q2 		$277K Buy
+403
New +$269K 0.12% 109

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

MN Wealth Advisors's VOO Position: Q3 2026 in Review

MN Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.5% in Q3 2026, buying an estimated $1.4K and bringing the position to 405 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #113.

MN Wealth Advisors first reported a position in VOO in Q2 2026 and has held it in 2 quarters since. 2,395 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • MN Wealth Advisors held 405 shares of Vanguard S&P 500 ETF worth $284K as of Q3 2026.
  • MN Wealth Advisors bought 2 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.4K.
  • Vanguard S&P 500 ETF made up 0.12% of MN Wealth Advisors's portfolio in Q3 2026, its #113 holding.
  • MN Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,395 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.