SFM LLC
VOO icon

SFM LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

SFM LLC’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 		$47M Buy
67,107
+2,773
+4% +$1.94M 23.64% 1
2026
Q2 		$44.2M Buy
64,334
+3,834
+6% +$2.56M 22.65% 1
2026
Q1 		$36.2M Buy
60,500
+3,137
+5% +$1.96M 21.85% 1
2025
Q4 		$36M Buy
57,363
+703
+1% +$437K 21.08% 1
2025
Q3 		$34.7M Buy
56,660
+529
+0.9% +$312K 20.18% 1
2025
Q2 		$31.9M Sell
56,131
-4,842
-8% -$2.54M 20.46% 1
2025
Q1 		$31.3M Buy
60,973
+512
+0.8% +$277K 23.04% 1
2024
Q4 		$32.6M Buy
60,461
+2,638
+5% +$1.43M 22.96% 1
2024
Q3 		$30.5M Buy
57,823
+2,109
+4% +$1.07M 22.87% 1
2024
Q2 		$27.9M Buy
55,714
+4,323
+8% +$2.08M 20.99% 1
2024
Q1 		$24.7M Sell
51,391
-2,666
-5% -$1.22M 18.87% 1
2023
Q4 		$23.6M Buy
+54,057
New +$22.1M 19.51% 1

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

SFM LLC's VOO Position: Q3 2026 in Review

SFM LLC increased its Vanguard S&P 500 ETF (VOO) stake by 4.3% in Q3 2026, buying an estimated $1.94M and bringing the position to 67,107 shares worth $47M. The position accounts for 23.64% of the portfolio, ranked #1.

SFM LLC first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • SFM LLC held 67,107 shares of Vanguard S&P 500 ETF worth $47M as of Q3 2026.
  • SFM LLC bought 2,773 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.94M.
  • Vanguard S&P 500 ETF made up 23.64% of SFM LLC's portfolio in Q3 2026, its #1 holding.
  • SFM LLC first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.