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

PUREfi Wealth’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	–	Sell	-419	Closed	-$288K	–	247
2026 Q2	$288K	Buy	419 +12	+3%	+$8K	0.16%	160
2026 Q1	$243K	Hold	407	–	–	0.16%	162
2025 Q4	$255K	Hold	407	–	–	0.2%	133
2025 Q3	$249K	Hold	407	–	–	0.19%	139
2025 Q2	$231K	Hold	407	–	–	0.18%	144
2025 Q1	$209K	Buy	+407	New	+$220K	0.21%	128

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

PUREfi Wealth's VOO Position: Q3 2026 in Review

PUREfi Wealth sold out of Vanguard S&P 500 ETF (VOO) in Q3 2026, closing a stake of 419 shares — an estimated $288K sold.

PUREfi Wealth first reported a position in VOO in Q1 2025 and held it in 6 quarters. The position peaked at $288K in Q2 2026. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

PUREfi Wealth reported no remaining Vanguard S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
PUREfi Wealth sold 419 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $288K.
PUREfi Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2025 and held it in 6 quarters.
PUREfi Wealth's Vanguard S&P 500 ETF position peaked at $288K in Q2 2026.
1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.