Sendero Wealth Management
VOO icon

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

Sendero 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 		$12M Sell
17,053
-2,098
-11% -$1.47M 1.19% 12
2026
Q2 		$13.2M Sell
19,151
-802
-4% -$535K 1.31% 11
2026
Q1 		$11.9M Sell
19,953
-587
-3% -$367K 1.32% 11
2025
Q4 		$12.9M Buy
20,540
+1,620
+9% +$1.01M 1.43% 11
2025
Q3 		$11.6M Sell
18,920
-530
-3% -$312K 1.36% 12
2025
Q2 		$11M Sell
19,450
-6,166
-24% -$3.24M 1.38% 12
2025
Q1 		$13.2M Sell
25,616
-602
-2% -$325K 1.83% 11
2024
Q4 		$14.1M Buy
26,218
+610
+2% +$330K 2.1% 9
2024
Q3 		$13.5M Sell
25,608
-585
-2% -$297K 2.13% 9
2024
Q2 		$13.1M Sell
26,193
-303
-1% -$146K 2.2% 9
2024
Q1 		$12.7M Sell
26,496
-909
-3% -$416K 2.19% 8
2023
Q4 		$12M Sell
27,405
-233
-0.8% -$95.4K 2.26% 7
2023
Q3 		$10.9M Sell
27,638
-4,165
-13% -$1.7M 2.33% 7
2023
Q2 		$13M Buy
+31,803
New +$12.3M 2.83% 7
2022
Q4 		– Sell
-29,467
Closed -$9.7M – 118
2022
Q3 		$9.7M Sell
29,467
-3,790
-11% -$1.38M 4.03% 3
2022
Q2 		$11.5M Sell
33,257
-157
-0.5% -$59.1K 11.06% 1
2022
Q1 		$13.9M Sell
33,414
-816
-2% -$334K 6.4% 2
2021
Q4 		$14.9M Buy
+34,230
New +$14.4M 6.64% 2

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

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

Sendero Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q3 2026, selling an estimated $1.47M and leaving 17,053 shares worth $12M. The position accounts for 1.19% of the portfolio, ranked #12.

Sendero Wealth Management first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.9M in Q4 2021. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Sendero Wealth Management held 17,053 shares of Vanguard S&P 500 ETF worth $12M as of Q3 2026.
  • Sendero Wealth Management sold 2,098 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.47M.
  • Vanguard S&P 500 ETF made up 1.19% of Sendero Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Sendero Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Sendero Wealth Management's Vanguard S&P 500 ETF position peaked at $14.9M in Q4 2021.
  • 2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.