PFS Partners
VOO icon

PFS Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

PFS Partners’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 		$100K Sell
143
-1
-0.7% -$698 0.04% 145
2026
Q2 		$98.9K Hold
144
– – 0.04% 142
2026
Q1 		$85.8K Sell
144
-49
-25% -$30.6K 0.04% 134
2025
Q4 		$121K Buy
193
+1
+0.5% +$621 0.06% 108
2025
Q3 		$118K Sell
192
-10
-5% -$5.89K 0.06% 104
2025
Q2 		$115K Hold
202
– – 0.06% 102
2025
Q1 		$104K Sell
202
-7
-3% -$3.78K 0.06% 99
2024
Q4 		$112K Sell
209
-3
-1% -$1.62K 0.06% 98
2024
Q3 		$112K Sell
212
-2
-0.9% -$1.02K 0.06% 92
2024
Q2 		$107K Hold
214
– – 0.07% 85
2024
Q1 		$103K Sell
214
-4
-2% -$1.83K 0.07% 87
2023
Q4 		$95.2K Buy
218
+2
+0.9% +$819 0.07% 90
2023
Q3 		$84.9K Buy
216
+1
+0.5% +$409 0.07% 76
2023
Q2 		$87.7K Buy
215
+110
+105% +$42.4K 0.07% 78
2023
Q1 		$39.6K Sell
105
-23
-18% -$8.44K 0.04% 106
2022
Q4 		$45K Buy
128
+1
+0.8% +$353 0.05% 96
2022
Q3 		$41.7K Buy
127
+1
+0.8% +$365 0.05% 94
2022
Q2 		$43.9K Hold
126
– – 0.04% 92
2022
Q1 		$52.5K Hold
126
– – 0.05% 90
2021
Q4 		$55K Buy
+126
New +$53.2K 0.04% 95

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
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
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

PFS Partners's VOO Position: Q3 2026 in Review

PFS Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 0.69% in Q3 2026, selling an estimated $698 and leaving 143 shares worth $100K. The position accounts for 0.04% of the portfolio, ranked #145.

PFS Partners first reported a position in VOO in Q4 2021 and has held it in 20 quarters since. The position peaked at $121K in Q4 2025. 1,367 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • PFS Partners held 143 shares of Vanguard S&P 500 ETF worth $100K as of Q3 2026.
  • PFS Partners sold 1 Vanguard S&P 500 ETF share in Q3 2026, an estimated $698.
  • Vanguard S&P 500 ETF made up 0.04% of PFS Partners's portfolio in Q3 2026, its #145 holding.
  • PFS Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • PFS Partners's Vanguard S&P 500 ETF position peaked at $121K in Q4 2025.
  • 1,367 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.