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Saxon Interests’s Vanguard S&P 500 ETF VOO Stock Holding History

Saxon Interests’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 		$3.34M Sell
4,766
-4,467
-48% -$3.12M 1.16% 18
2026
Q2 		$6.34M Sell
9,233
-249
-3% -$166K 1.75% 13
2026
Q1 		$5.67M Sell
9,482
-209
-2% -$131K 1.95% 10
2025
Q4 		$6.08M Sell
9,691
-342
-3% -$213K 2.13% 10
2025
Q3 		$5.95M Sell
10,033
-395
-4% -$233K 2.33% 9
2025
Q2 		$5.36M Hold
10,428
– – 2.51% 6
2025
Q1 		$5.36M Sell
10,428
-352
-3% -$190K 2.51% 6
2024
Q4 		$5.81M Buy
10,780
+151
+1% +$81.8K 2.56% 6
2024
Q3 		$5.61M Buy
10,629
+160
+2% +$81.3K 2.55% 6
2024
Q2 		$5.24M Sell
10,469
-59
-0.6% -$28.4K 2.49% 7
2024
Q1 		$5.06M Sell
10,528
-1,350
-11% -$618K 2.41% 6
2023
Q4 		$5.19M Buy
11,878
+11,263
+1,831% +$4.61M 2.6% 7
2023
Q3 		$242K Sell
615
-9,755
-94% -$3.99M 0.16% 53
2023
Q2 		$4.22M Sell
10,370
-55
-0.5% -$21.2K 2.26% 6
2023
Q1 		$3.92M Sell
10,425
-2,273
-18% -$834K 2.22% 5
2022
Q4 		$4.52M Sell
12,698
-617
-5% -$218K 2.58% 6
2022
Q3 		$4.62M Sell
13,315
-740
-5% -$270K 2.81% 7
2022
Q2 		$4.88M Sell
14,055
-673
-5% -$254K 2.95% 5
2022
Q1 		$6.12M Sell
14,728
-140
-0.9% -$57.3K 3.26% 5
2021
Q4 		$6.42M Buy
+14,868
New +$6.28M 3.63% 6

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
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 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
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Saxon Interests's VOO Position: Q3 2026 in Review

Saxon Interests reduced its Vanguard S&P 500 ETF (VOO) stake by 48% in Q3 2026, selling an estimated $3.12M and leaving 4,766 shares worth $3.34M. The position accounts for 1.16% of the portfolio, ranked #18.

Saxon Interests first reported a position in VOO in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.42M in Q4 2021. 1,672 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Saxon Interests held 4,766 shares of Vanguard S&P 500 ETF worth $3.34M as of Q3 2026.
  • Saxon Interests sold 4,467 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $3.12M.
  • Vanguard S&P 500 ETF made up 1.16% of Saxon Interests's portfolio in Q3 2026, its #18 holding.
  • Saxon Interests first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • Saxon Interests's Vanguard S&P 500 ETF position peaked at $6.42M in Q4 2021.
  • 1,672 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.