Refined Wealth Management
VOO icon

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

Refined 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 		$1.18M Buy
1,677
+163
+11% +$114K 0.66% 22
2026
Q2 		$1.04M Sell
1,514
-16
-1% -$10.7K 0.63% 22
2026
Q1 		$914K Sell
1,530
-436
-22% -$273K 0.58% 22
2025
Q4 		$1.23M Buy
1,966
+3
+0.2% +$1.86K 0.83% 19
2025
Q3 		$1.2M Buy
1,963
+4
+0.2% +$2.36K 0.77% 18
2025
Q2 		$1.11M Buy
1,959
+2
+0.1% +$1.05K 0.76% 17
2025
Q1 		$1.01M Buy
1,957
+514
+36% +$278K 0.82% 17
2024
Q4 		$778K Buy
1,443
+20
+1% +$10.8K 0.59% 19
2024
Q3 		$751K Buy
1,423
+17
+1% +$8.64K 0.58% 19
2024
Q2 		$703K Hold
1,406
– – 0.54% 19
2024
Q1 		$676K Buy
1,406
+44
+3% +$20.1K 0.48% 21
2023
Q4 		$595K Sell
1,362
-19
-1% -$7.78K 0.46% 20
2023
Q3 		$542K Buy
1,381
+8
+0.6% +$3.27K 0.49% 20
2023
Q2 		$559K Sell
1,373
-35
-2% -$13.5K 0.46% 20
2023
Q1 		$530K Sell
1,408
-27
-2% -$9.9K 0.47% 19
2022
Q4 		$504K Buy
1,435
+175
+14% +$61.8K 0.44% 20
2022
Q3 		$414K Hold
1,260
– – 0.37% 21
2022
Q2 		$437K Buy
1,260
+108
+9% +$40.7K 0.39% 21
2022
Q1 		$478K Sell
1,152
-556
-33% -$228K 0.4% 20
2021
Q4 		$746K Buy
1,708
+360
+27% +$152K 0.58% 18
2021
Q3 		$532K Hold
1,348
– – 0.43% 19
2021
Q2 		$530K Buy
+1,348
New +$517K 0.45% 18

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
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
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Refined Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q3 2026, buying an estimated $114K and bringing the position to 1,677 shares worth $1.18M. The position accounts for 0.66% of the portfolio, ranked #22.

Refined Wealth Management first reported a position in VOO in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.23M in Q4 2025. 1,405 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Refined Wealth Management held 1,677 shares of Vanguard S&P 500 ETF worth $1.18M as of Q3 2026.
  • Refined Wealth Management bought 163 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $114K.
  • Vanguard S&P 500 ETF made up 0.66% of Refined Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Refined Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 22 quarters since.
  • Refined Wealth Management's Vanguard S&P 500 ETF position peaked at $1.23M in Q4 2025.
  • 1,405 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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