Patrick M. Sweeney & Associates
VOO icon

Patrick M. Sweeney & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Patrick M. Sweeney & Associates’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 		$906K Hold
1,293
– – 0.51% 46
2026
Q2 		$888K Hold
1,293
– – 0.51% 50
2026
Q1 		$773K Sell
1,293
-14
-1% -$8.76K 0.5% 50
2025
Q4 		$820K Buy
1,307
+970
+288% +$603K 0.51% 47
2025
Q3 		$206K Buy
+337
New +$199K 0.13% 154

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
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
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Patrick M. Sweeney & Associates's VOO Position: Q3 2026 in Review

Patrick M. Sweeney & Associates held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 1,293 shares worth $906K. The position accounts for 0.51% of the portfolio, ranked #46.

Patrick M. Sweeney & Associates first reported a position in VOO in Q3 2025 and has held it in 5 quarters since. 2,624 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Patrick M. Sweeney & Associates held 1,293 shares of Vanguard S&P 500 ETF worth $906K as of Q3 2026.
  • Patrick M. Sweeney & Associates left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.51% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #46 holding.
  • Patrick M. Sweeney & Associates first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.