Proactive Wealth Strategies
VOO icon

Proactive Wealth Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Proactive Wealth Strategies’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 		$950K Sell
1,356
-8
-0.6% -$5.59K 0.15% 115
2026
Q2 		$937K Buy
1,364
+597
+78% +$398K 0.15% 109
2026
Q1 		$459K Buy
767
+384
+100% +$240K 0.09% 148
2025
Q4 		$240K Buy
383
+35
+10% +$21.8K 0.1% 134
2025
Q3 		$213K Buy
+348
New +$205K 0.09% 133

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Proactive Wealth Strategies's VOO Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its Vanguard S&P 500 ETF (VOO) stake by 0.59% in Q3 2026, selling an estimated $5.59K and leaving 1,356 shares worth $950K. The position accounts for 0.15% of the portfolio, ranked #115.

Proactive Wealth Strategies first reported a position in VOO in Q3 2025 and has held it in 5 quarters since. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Proactive Wealth Strategies held 1,356 shares of Vanguard S&P 500 ETF worth $950K as of Q3 2026.
  • Proactive Wealth Strategies sold 8 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $5.59K.
  • Vanguard S&P 500 ETF made up 0.15% of Proactive Wealth Strategies's portfolio in Q3 2026, its #115 holding.
  • Proactive Wealth Strategies first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.