Sincerus Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Sincerus Advisory’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	$670K	Sell	956 -29	-3%	-$20.3K	0.44%	43
2026 Q2	$676K	Buy	985 +9	+0.9%	+$6K	0.46%	42
2026 Q1	$583K	Buy	976 +445	+84%	+$278K	0.44%	42
2025 Q4	$333K	Buy	531 +3	+0.6%	+$1.86K	0.27%	56
2025 Q3	$323K	Sell	528 -92	-15%	-$54.2K	0.28%	55
2025 Q2	$363K	Buy	620 +223	+56%	+$117K	0.34%	49
2025 Q1	$204K	Buy	397 +6	+2%	+$3.24K	0.22%	62
2024 Q4	$211K	Buy	+391	New	+$212K	0.23%	60

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

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

Sincerus Advisory's VOO Position: Q3 2026 in Review

Sincerus Advisory reduced its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q3 2026, selling an estimated $20.3K and leaving 956 shares worth $670K. The position accounts for 0.44% of the portfolio, ranked #43.

Sincerus Advisory first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. The position peaked at $676K in Q2 2026. 1,573 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Sincerus Advisory held 956 shares of Vanguard S&P 500 ETF worth $670K as of Q3 2026.
Sincerus Advisory sold 29 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $20.3K.
Vanguard S&P 500 ETF made up 0.44% of Sincerus Advisory's portfolio in Q3 2026, its #43 holding.
Sincerus Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Sincerus Advisory's Vanguard S&P 500 ETF position peaked at $676K in Q2 2026.
1,573 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.