Performa Ltd (US)
VOO icon

Performa Ltd (US)’s Vanguard S&P 500 ETF VOO Stock Holding History

Performa Ltd (US)’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 		$162M Buy
230,976
+31,187
+16% +$21.8M 25.91% 1
2026
Q2 		$137M Buy
199,789
+2,359
+1% +$1.57M 22.14% 1
2026
Q1 		$118M Buy
197,430
+7,417
+4% +$4.64M 26.69% 1
2025
Q4 		$119M Buy
190,013
+24,521
+15% +$15.2M 30.24% 1
2025
Q3 		$101M Buy
165,492
+2,476
+2% +$1.46M 26.87% 1
2025
Q2 		$92.6M Buy
163,016
+8,516
+6% +$4.48M 27.92% 1
2025
Q1 		$79.4M Buy
154,500
+19,235
+14% +$10.4M 26.41% 1
2024
Q4 		$72.9M Buy
135,265
+8,932
+7% +$4.84M 25.66% 1
2024
Q3 		$66.7M Buy
126,333
+1,478
+1% +$751K 24.76% 2
2024
Q2 		$62.4M Buy
124,855
+4,089
+3% +$1.97M 25.67% 2
2024
Q1 		$58.1M Buy
120,766
+14,740
+14% +$6.75M 25.54% 2
2023
Q4 		$46.3M Sell
106,026
-6,995
-6% -$2.86M 20.11% 2
2023
Q3 		$44.4M Buy
113,021
+6,823
+6% +$2.79M 21.09% 2
2023
Q2 		$43.3M Sell
106,198
-2,103
-2% -$811K 21.26% 2
2023
Q1 		$40.7M Buy
108,301
+6,502
+6% +$2.38M 21.31% 2
2022
Q4 		$35.8M Buy
101,799
+14,263
+16% +$5.04M 20.65% 2
2022
Q3 		$28.7M Buy
87,536
+20,540
+31% +$7.5M 19.18% 2
2022
Q2 		$23.2M Buy
66,996
+36,534
+120% +$13.8M 16.84% 2
2022
Q1 		$12.6M Buy
30,462
+1,857
+6% +$760K 8.89% 2
2021
Q4 		$12.5M Buy
28,605
+1,643
+6% +$694K 7.66% 2
2021
Q3 		$10.6M Buy
26,962
+6,584
+32% +$2.67M 6.22% 2
2021
Q2 		$8.02M Buy
+20,378
New +$7.82M 5.6% 2

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

Performa Ltd (US)'s VOO Position: Q3 2026 in Review

Performa Ltd (US) increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q3 2026, buying an estimated $21.8M and bringing the position to 230,976 shares worth $162M. The position accounts for 25.91% of the portfolio, ranked #1.

Performa Ltd (US) first reported a position in VOO in Q2 2021 and has held it in 22 quarters since. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Performa Ltd (US) held 230,976 shares of Vanguard S&P 500 ETF worth $162M as of Q3 2026.
  • Performa Ltd (US) bought 31,187 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $21.8M.
  • Vanguard S&P 500 ETF made up 25.91% of Performa Ltd (US)'s portfolio in Q3 2026, its #1 holding.
  • Performa Ltd (US) first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 22 quarters since.
  • 2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Performa Ltd (US)'s 13F filing for Q3 2026, filed 5 Nov 2026.