Optivise Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Optivise Advisory Services’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	$2.32M	Buy	3,311 +340	+11%	+$237K	1.14%	18
2026 Q2	$2.04M	Buy	2,971 +132	+5%	+$88K	1.04%	21
2026 Q1	$1.7M	Buy	2,839 +74	+3%	+$46.3K	1.03%	19
2025 Q4	$1.73M	Buy	2,765 +324	+13%	+$201K	1%	23
2025 Q3	$1.49M	Sell	2,441 -1,335	-35%	-$787K	0.89%	28
2025 Q2	$2.14M	Buy	3,776 +339	+10%	+$178K	1.1%	19
2025 Q1	$1.77M	Buy	3,437 +156	+5%	+$84.3K	0.99%	18
2024 Q4	$1.77M	Buy	3,281 +127	+4%	+$68.8K	0.95%	23
2024 Q3	$1.66M	Buy	3,154 +4	+0.1%	+$2.03K	0.88%	29
2024 Q2	$1.58M	Buy	+3,150	New	+$1.52M	0.85%	29

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Optivise Advisory Services's VOO Position: Q3 2026 in Review

Optivise Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q3 2026, buying an estimated $237K and bringing the position to 3,311 shares worth $2.32M. The position accounts for 1.14% of the portfolio, ranked #18.

Optivise Advisory Services first reported a position in VOO in Q2 2024 and has held it in 10 quarters since. 1,473 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Optivise Advisory Services held 3,311 shares of Vanguard S&P 500 ETF worth $2.32M as of Q3 2026.
Optivise Advisory Services bought 340 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $237K.
Vanguard S&P 500 ETF made up 1.14% of Optivise Advisory Services's portfolio in Q3 2026, its #18 holding.
Optivise Advisory Services first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
1,473 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.