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

Scheeler 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	$317K	Buy	+453	New	+$316K	0.24%	47

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

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

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

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

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

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

Scheeler Financial's VOO Position: Q3 2026 in Review

Scheeler Financial opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 453 shares worth $317K. The stake represents 0.24% of the portfolio and ranks #47 among its holdings.

1,887 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Scheeler Financial held 453 shares of Vanguard S&P 500 ETF worth $317K as of Q3 2026.
Vanguard S&P 500 ETF was a new Scheeler Financial position in Q3 2026.
Vanguard S&P 500 ETF made up 0.24% of Scheeler Financial's portfolio in Q3 2026, its #47 holding.
1,887 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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