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

Provident 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	$116K	Sell	166 -177	-52%	-$124K	0.04%	81
2026 Q2	$236K	Hold	343	–	–	0.06%	86
2026 Q1	$205K	Hold	343	–	–	0.06%	77
2025 Q4	$215K	Hold	343	–	–	0.06%	80
2025 Q3	$210K	Hold	343	–	–	0.06%	82
2025 Q2	$195K	Hold	343	–	–	0.06%	81
2025 Q1	$176K	Buy	343 +166	+94%	+$89.7K	0.06%	80
2024 Q4	$95.4K	Buy	177 +78	+79%	+$42.2K	0.03%	97
2024 Q3	$52.2K	Hold	99	–	–	0.02%	104
2024 Q2	$49.5K	Hold	99	–	–	0.02%	98
2024 Q1	$47.6K	Buy	+99	New	+$45.3K	0.02%	86
2023 Q3	–	Sell	-56	Closed	-$22.9K	–	91
2023 Q2	$22.9K	Hold	56	–	–	0.01%	77
2023 Q1	$21.1K	Hold	56	–	–	0.01%	80
2022 Q4	$19.6K	Buy	56 +1	+2%	+$353	0.01%	77
2022 Q3	$18K	Sell	55 -30	-35%	-$11K	0.01%	79
2022 Q2	$30K	Buy	85 +30	+55%	+$11.3K	0.02%	73
2022 Q1	$23K	Sell	55 -203	-79%	-$83.1K	0.01%	85
2021 Q4	$113K	Buy	+258	New	+$109K	0.07%	65

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Provident Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 52% in Q3 2026, selling an estimated $124K and leaving 166 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #81.

Provident Wealth Management first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $236K in Q2 2026. 2,804 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Provident Wealth Management held 166 shares of Vanguard S&P 500 ETF worth $116K as of Q3 2026.
Provident Wealth Management sold 177 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $124K.
Vanguard S&P 500 ETF made up 0.04% of Provident Wealth Management's portfolio in Q3 2026, its #81 holding.
Provident Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Provident Wealth Management's Vanguard S&P 500 ETF position peaked at $236K in Q2 2026.
2,804 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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