Portside Wealth Group
VOO icon

Portside Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Portside Wealth Group’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 		$2.86M Buy
4,078
+204
+5% +$142K 0.32% 71
2026
Q2 		$2.66M Buy
3,874
+40
+1% +$26.7K 0.31% 72
2026
Q1 		$2.29M Buy
3,834
+827
+28% +$517K 0.31% 77
2025
Q4 		$1.89M Buy
3,007
+62
+2% +$38.5K 0.25% 87
2025
Q3 		$1.8M Sell
2,945
-22
-0.7% -$13K 0.25% 97
2025
Q2 		$1.69M Buy
2,967
+108
+4% +$56.8K 0.25% 91
2025
Q1 		$1.47M Buy
2,859
+62
+2% +$33.5K 0.24% 99
2024
Q4 		$1.51M Buy
2,797
+464
+20% +$251K 0.25% 92
2024
Q3 		$1.23M Buy
2,333
+254
+12% +$129K 0.21% 108
2024
Q2 		$1.04M Sell
2,079
-283
-12% -$136K 0.2% 118
2024
Q1 		$1.14M Buy
2,362
+371
+19% +$170K 0.21% 117
2023
Q4 		$870K Buy
1,991
+29
+1% +$11.9K 0.16% 141
2023
Q3 		$771K Sell
1,962
-35
-2% -$14.3K 0.15% 144
2023
Q2 		$813K Buy
+1,997
New +$770K 0.15% 146

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
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 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

Portside Wealth Group's VOO Position: Q3 2026 in Review

Portside Wealth Group increased its Vanguard S&P 500 ETF (VOO) stake by 5.3% in Q3 2026, buying an estimated $142K and bringing the position to 4,078 shares worth $2.86M. The position accounts for 0.32% of the portfolio, ranked #71.

Portside Wealth Group first reported a position in VOO in Q2 2023 and has held it in 14 quarters since. 1,592 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Portside Wealth Group held 4,078 shares of Vanguard S&P 500 ETF worth $2.86M as of Q3 2026.
  • Portside Wealth Group bought 204 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $142K.
  • Vanguard S&P 500 ETF made up 0.32% of Portside Wealth Group's portfolio in Q3 2026, its #71 holding.
  • Portside Wealth Group first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 14 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.