Seamount Financial Group
VOO icon

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

Seamount Financial Group’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 		$7.64M Buy
10,898
+232
+2% +$162K 3% 7
2026
Q2 		$7.33M Buy
10,666
+301
+3% +$201K 2.95% 7
2026
Q1 		$6.19M Buy
10,365
+465
+5% +$291K 2.79% 8
2025
Q4 		$6.21M Buy
9,900
+1,133
+13% +$704K 2.82% 8
2025
Q3 		$5.37M Buy
8,767
+472
+6% +$278K 2.54% 8
2025
Q2 		$4.71M Buy
8,295
+982
+13% +$516K 2.42% 8
2025
Q1 		$3.76M Buy
7,313
+424
+6% +$229K 2.56% 8
2024
Q4 		$3.71M Buy
6,889
+699
+11% +$379K 2.56% 8
2024
Q3 		$3.27M Buy
6,190
+321
+5% +$163K 2.46% 8
2024
Q2 		$2.94M Buy
5,869
+288
+5% +$139K 2.39% 10
2024
Q1 		$2.68M Buy
5,581
+142
+3% +$65K 2.35% 10
2023
Q4 		$2.38M Buy
+5,439
New +$2.23M 2.28% 10

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

Seamount Financial Group's VOO Position: Q3 2026 in Review

Seamount Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q3 2026, buying an estimated $162K and bringing the position to 10,898 shares worth $7.64M. The position accounts for 3% of the portfolio, ranked #7.

Seamount Financial Group first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. 1,573 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Seamount Financial Group held 10,898 shares of Vanguard S&P 500 ETF worth $7.64M as of Q3 2026.
  • Seamount Financial Group bought 232 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $162K.
  • Vanguard S&P 500 ETF made up 3% of Seamount Financial Group's portfolio in Q3 2026, its #7 holding.
  • Seamount Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,573 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.