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

Smith & Howard 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	$3.25M	Buy	4,640 +1,667	+56%	+$1.16M	0.62%	30
2026 Q2	$2.04M	Hold	2,973	–	–	0.41%	32
2026 Q1	$1.78M	Sell	2,973 -15	-0.5%	-$9.38K	0.38%	30
2025 Q4	$1.87M	Buy	2,988 +350	+13%	+$218K	0.42%	31
2025 Q3	$1.62M	Buy	2,638 +2,178	+473%	+$1.28M	0.37%	34
2025 Q2	$261K	Hold	460	–	–	0.07%	67
2025 Q1	$236K	Hold	460	–	–	0.06%	71
2024 Q4	$248K	Sell	460 -17	-4%	-$9.21K	0.07%	68
2024 Q3	$252K	Hold	477	–	–	0.07%	71
2024 Q2	$239K	Sell	477 -6	-1%	-$2.89K	0.07%	74
2024 Q1	$232K	Sell	483 -63	-12%	-$28.8K	0.07%	73
2023 Q4	$238K	Buy	+546	New	+$224K	0.08%	60

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Smith & Howard Wealth Management's VOO Position: Q3 2026 in Review

Smith & Howard Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 56% in Q3 2026, buying an estimated $1.16M and bringing the position to 4,640 shares worth $3.25M. The position accounts for 0.62% of the portfolio, ranked #30.

Smith & Howard Wealth Management first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. 2,763 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Smith & Howard Wealth Management held 4,640 shares of Vanguard S&P 500 ETF worth $3.25M as of Q3 2026.
Smith & Howard Wealth Management bought 1,667 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.16M.
Vanguard S&P 500 ETF made up 0.62% of Smith & Howard Wealth Management's portfolio in Q3 2026, its #30 holding.
Smith & Howard Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
2,763 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.