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Schaeffer Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Schaeffer Financial’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 		$1.22M Buy
1,746
+680
+64% +$475K 0.93% 8
2026
Q2 		$732K Buy
1,066
+3
+0.3% +$2K 0.57% 12
2026
Q1 		$635K Buy
+1,063
New +$665K 0.53% 13

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Schaeffer Financial's VOO Position: Q3 2026 in Review

Schaeffer Financial increased its Vanguard S&P 500 ETF (VOO) stake by 64% in Q3 2026, buying an estimated $475K and bringing the position to 1,746 shares worth $1.22M. The position accounts for 0.93% of the portfolio, ranked #8.

Schaeffer Financial first reported a position in VOO in Q1 2026 and has held it in 3 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Schaeffer Financial held 1,746 shares of Vanguard S&P 500 ETF worth $1.22M as of Q3 2026.
  • Schaeffer Financial bought 680 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $475K.
  • Vanguard S&P 500 ETF made up 0.93% of Schaeffer Financial's portfolio in Q3 2026, its #8 holding.
  • Schaeffer Financial first reported a position in Vanguard S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Schaeffer Financial's 13F filing for Q3 2026, filed 23 Oct 2026.