SMI Advisory Services
VOO icon

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

SMI Advisory Services’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 		$789K Buy
1,103
+125
+13% +$87.3K 0.13% 31
2026
Q2 		$675K Sell
978
-15
-2% -$10K 0.11% 34
2026
Q1 		$602K Sell
993
-363
-27% -$227K 0.1% 39
2025
Q4 		$867K Sell
1,356
-465
-26% -$289K 0.15% 27
2025
Q3 		$1.12M Sell
1,821
-57
-3% -$33.6K 0.21% 21
2025
Q2 		$1.08M Buy
+1,878
New +$987K 0.21% 20
2025
Q1 		– Sell
-1,975
Closed -$1.06M – 65
2024
Q4 		$1.06M Sell
1,975
-34
-2% -$18.4K 0.24% 31
2024
Q3 		$1.06M Buy
2,009
+5
+0.2% +$2.54K 0.23% 36
2024
Q2 		$1.02M Buy
+2,004
New +$964K 0.25% 38
2024
Q1 		– Sell
-2,528
Closed -$1.11M – 77
2023
Q4 		$1.11M Buy
2,528
+325
+15% +$133K 0.28% 22
2023
Q3 		$892K Buy
+2,203
New +$901K 0.33% 23
2023
Q1 		$940K Sell
2,675
-28
-1% -$10.3K 0.31% 20
2022
Q4 		$887K Hold
2,703
– – 0.29% 20
2022
Q3 		$887K Sell
2,703
-95
-3% -$34.7K 0.29% 20
2022
Q2 		$970K Buy
2,798
+486
+21% +$183K 0.35% 18
2022
Q1 		$960K Sell
2,312
-74
-3% -$30.3K 0.34% 18
2021
Q4 		$1.04M Sell
2,386
-32
-1% -$13.5K 0.4% 20
2021
Q3 		$954K Sell
2,418
-200
-8% -$81.1K 0.43% 15
2021
Q2 		$1.03M Sell
2,618
-70
-3% -$26.9K 0.44% 15
2021
Q1 		$979K Buy
+2,688
New +$953K 0.44% 17

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

SMI Advisory Services's VOO Position: Q3 2026 in Review

SMI Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q3 2026, buying an estimated $87.3K and bringing the position to 1,103 shares worth $789K. The position accounts for 0.13% of the portfolio, ranked #31.

SMI Advisory Services first reported a position in VOO in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.12M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • SMI Advisory Services held 1,103 shares of Vanguard S&P 500 ETF worth $789K as of Q3 2026.
  • SMI Advisory Services bought 125 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $87.3K.
  • Vanguard S&P 500 ETF made up 0.13% of SMI Advisory Services's portfolio in Q3 2026, its #31 holding.
  • SMI Advisory Services first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 20 quarters since.
  • SMI Advisory Services's Vanguard S&P 500 ETF position peaked at $1.12M in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.