Selective Wealth Management
VOO icon

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

Selective 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 		$77.9M Sell
109,738
-232
-0.2% -$162K 18.12% 2
2026
Q2 		$75.1M Buy
109,970
+752
+0.7% +$501K 19.71% 2
2026
Q1 		$71.5M Sell
109,218
-9,498
-8% -$5.94M 21.17% 2
2025
Q4 		$75.6M Sell
118,716
-3,058
-3% -$1.9M 23.59% 2
2025
Q3 		$74.9M Sell
121,774
-1,349
-1% -$795K 24.11% 1
2025
Q2 		$70.6M Sell
123,123
-2,576
-2% -$1.35M 25.79% 1
2025
Q1 		$61.7M Sell
125,699
-4,278
-3% -$2.31M 26.83% 1
2024
Q4 		$69.6M Sell
129,977
-52
-0% -$28.2K 28.25% 1
2024
Q3 		$68.5M Sell
130,029
-3,521
-3% -$1.79M 28.45% 1
2024
Q2 		$68.2M Sell
133,550
-1,437
-1% -$691K 30.05% 1
2024
Q1 		$63.8M Buy
134,987
+4,045
+3% +$1.85M 27.72% 1
2023
Q4 		$56.2M Buy
130,942
+6,721
+5% +$2.75M 28.32% 1
2023
Q3 		$48.5M Sell
124,221
-639
-0.5% -$261K 26.63% 1
2023
Q2 		$50.4M Buy
+124,860
New +$48.2M 25.16% 1
2022
Q4 		$37.6M Buy
103,307
+27,060
+35% +$9.6M 19.84% 1
2022
Q3 		$25M Buy
76,247
+8,527
+13% +$3.11M 10.73% 1
2022
Q2 		$23.5M Buy
67,720
+56,724
+516% +$21.4M 8.36% 1
2022
Q1 		$4.56M Sell
10,996
-643
-6% -$263K 1.65% 19
2021
Q4 		$5.08M Buy
11,639
+4,699
+68% +$1.98M 2.07% 17
2021
Q3 		$2.74M Buy
6,940
+2,500
+56% +$1.01M 1.45% 16
2021
Q2 		$1.75M Hold
4,440
– – 1.39% 17
2021
Q1 		$1.62M Sell
4,440
-853
-16% -$302K 1.47% 19
2020
Q4 		$1.82M Hold
5,293
– – 1.17% 20
2020
Q3 		$1.63M Buy
5,293
+4,650
+723% +$1.42M 1.28% 19
2020
Q2 		$182K Buy
+643
New +$173K 0.15% 52
2019
Q4 		– Sell
-30
Closed -$8K – 347
2019
Q3 		$8K Buy
+30
New +$8.14K 0.01% 186

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
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
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

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

Selective Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.21% in Q3 2026, selling an estimated $162K and leaving 109,738 shares worth $77.9M. The position accounts for 18.12% of the portfolio, ranked #2.

Selective Wealth Management first reported a position in VOO in Q3 2019 and has held it in 26 quarters since. 1,887 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Selective Wealth Management held 109,738 shares of Vanguard S&P 500 ETF worth $77.9M as of Q3 2026.
  • Selective Wealth Management sold 232 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $162K.
  • Vanguard S&P 500 ETF made up 18.12% of Selective Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Selective Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 26 quarters since.
  • 1,887 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.