Power Wealth Management
VOO icon

Power Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Power Wealth Management’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 		$1.31M Buy
1,868
+110
+6% +$76.8K 0.44% 32
2026
Q2 		$1.21M Sell
1,758
-5
-0.3% -$3.33K 0.42% 36
2026
Q1 		$1.05M Sell
1,763
-100
-5% -$62.5K 0.39% 43
2025
Q4 		$1.17M Buy
1,863
+82
+5% +$51K 0.41% 42
2025
Q3 		$1.09M Sell
1,781
-5
-0.3% -$2.95K 0.4% 44
2025
Q2 		$1.01M Sell
1,786
-167
-9% -$87.8K 0.39% 45
2025
Q1 		$1M Buy
1,953
+92
+5% +$49.7K 0.41% 44
2024
Q4 		$1M Sell
1,861
-26
-1% -$14.1K 0.42% 49
2024
Q3 		$996K Sell
1,887
-34
-2% -$17.3K 0.43% 45
2024
Q2 		$961K Sell
1,921
-29
-1% -$14K 0.46% 43
2024
Q1 		$937K Sell
1,950
-8
-0.4% -$3.66K 0.59% 35
2023
Q4 		$855K Buy
+1,958
New +$802K 0.59% 35

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

Power Wealth Management's VOO Position: Q3 2026 in Review

Power Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.3% in Q3 2026, buying an estimated $76.8K and bringing the position to 1,868 shares worth $1.31M. The position accounts for 0.44% of the portfolio, ranked #32.

Power Wealth Management first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Power Wealth Management held 1,868 shares of Vanguard S&P 500 ETF worth $1.31M as of Q3 2026.
  • Power Wealth Management bought 110 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $76.8K.
  • Vanguard S&P 500 ETF made up 0.44% of Power Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Power Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • 2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Power Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.