PFP
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Polaris Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Polaris Financial 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 		$4.36M Buy
+6,175
New +$4.31M 1.95% 13

Other funds holding VOO

GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

Polaris Financial Partners's VOO Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 6,175 shares worth $4.36M. The stake represents 1.95% of the portfolio and ranks #13 among its holdings.

22 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Polaris Financial Partners held 6,175 shares of Vanguard S&P 500 ETF worth $4.36M as of Q3 2026.
  • Vanguard S&P 500 ETF was a new Polaris Financial Partners position in Q3 2026.
  • Vanguard S&P 500 ETF made up 1.95% of Polaris Financial Partners's portfolio in Q3 2026, its #13 holding.
  • 22 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.