Olistico Wealth
VOO icon

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

Olistico 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 		$1.66M Buy
2,361
+42
+2% +$29.3K 0.69% 32
2026
Q2 		$1.59M Buy
2,319
+262
+13% +$175K 0.68% 35
2026
Q1 		$1.23M Buy
2,057
+32
+2% +$20K 0.61% 40
2025
Q4 		$1.27M Sell
2,025
-2
-0.1% -$1.24K 0.62% 37
2025
Q3 		$1.24M Buy
2,027
+1
+0% +$589 0.66% 33
2025
Q2 		$1.15M Sell
2,026
-264
-12% -$139K 0.64% 34
2025
Q1 		$1.18M Buy
2,290
+11
+0.5% +$5.95K 0.73% 30
2024
Q4 		$1.23M Sell
2,279
-39
-2% -$21.1K 0.71% 30
2024
Q3 		$1.22M Sell
2,318
-85
-4% -$43.2K 0.75% 29
2024
Q2 		$1.2M Buy
2,403
+511
+27% +$246K 0.77% 29
2024
Q1 		$909K Buy
1,892
+4
+0.2% +$1.83K 0.66% 34
2023
Q4 		$825K Buy
1,888
+349
+23% +$143K 0.64% 37
2023
Q3 		$604K Buy
1,539
+5
+0.3% +$2.04K 0.54% 49
2023
Q2 		$625K Hold
1,534
– – 0.53% 48
2023
Q1 		$577K Sell
1,534
-67
-4% -$24.6K 0.55% 49
2022
Q4 		$563K Buy
+1,601
New +$566K 0.61% 48

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

Olistico Wealth's VOO Position: Q3 2026 in Review

Olistico Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q3 2026, buying an estimated $29.3K and bringing the position to 2,361 shares worth $1.66M. The position accounts for 0.69% of the portfolio, ranked #32.

Olistico Wealth first reported a position in VOO in Q4 2022 and has held it in 16 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Olistico Wealth held 2,361 shares of Vanguard S&P 500 ETF worth $1.66M as of Q3 2026.
  • Olistico Wealth bought 42 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $29.3K.
  • Vanguard S&P 500 ETF made up 0.69% of Olistico Wealth's portfolio in Q3 2026, its #32 holding.
  • Olistico Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.