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

Revisor 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	$1.37M	Sell	1,951 -214	-10%	-$149K	0.34%	66
2026 Q2	$1.49M	Buy	2,165 +94	+5%	+$62.7K	0.36%	65
2026 Q1	$1.24M	Sell	2,071 -91	-4%	-$56.9K	0.34%	70
2025 Q4	$1.37M	Buy	2,162 +759	+54%	+$472K	0.37%	63
2025 Q3	$866K	Sell	1,403 -266	-16%	-$157K	0.3%	74
2025 Q2	$960K	Buy	1,669 +94	+6%	+$49.4K	0.35%	60
2025 Q1	$810K	Sell	1,575 -4	-0.3%	-$2.16K	0.36%	57
2024 Q4	$854K	Buy	1,579 +88	+6%	+$47.7K	0.79%	29
2024 Q3	$787K	Sell	1,491 -11	-0.7%	-$5.59K	0.49%	39
2024 Q2	$751K	Sell	1,502 -394	-21%	-$190K	0.52%	35
2024 Q1	$875K	Buy	1,896 +1,398	+281%	+$640K	0.4%	50
2023 Q4	$217K	Sell	498 -808	-62%	-$331K	0.25%	126
2023 Q3	$513K	Buy	+1,306	New	+$534K	0.44%	49
2023 Q2	–	Sell	-719	Closed	-$271K	–	165
2023 Q1	$271K	Buy	+719	New	+$264K	0.25%	121

Other funds holding VOO

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

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

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Revisor Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 9.9% in Q3 2026, selling an estimated $149K and leaving 1,951 shares worth $1.37M. The position accounts for 0.34% of the portfolio, ranked #66.

Revisor Wealth Management first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.49M in Q2 2026. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Revisor Wealth Management held 1,951 shares of Vanguard S&P 500 ETF worth $1.37M as of Q3 2026.
Revisor Wealth Management sold 214 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $149K.
Vanguard S&P 500 ETF made up 0.34% of Revisor Wealth Management's portfolio in Q3 2026, its #66 holding.
Revisor Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
Revisor Wealth Management's Vanguard S&P 500 ETF position peaked at $1.49M in Q2 2026.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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