Smithbridge Asset Management
VOO icon

Smithbridge Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Smithbridge Asset 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 		$2.09M Buy
2,975
+1,258
+73% +$879K 0.28% 75
2026
Q2 		$1.18M Sell
1,717
-490
-22% -$327K 0.16% 99
2026
Q1 		$1.32M Buy
+2,207
New +$1.38M 0.2% 96

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National Mutual Insurance Federation of Agricultural Cooperatives
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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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Smithbridge Asset Management's VOO Position: Q3 2026 in Review

Smithbridge Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 73% in Q3 2026, buying an estimated $879K and bringing the position to 2,975 shares worth $2.09M. The position accounts for 0.28% of the portfolio, ranked #75.

Smithbridge Asset Management first reported a position in VOO in Q1 2026 and has held it in 3 quarters since. 2,257 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Smithbridge Asset Management held 2,975 shares of Vanguard S&P 500 ETF worth $2.09M as of Q3 2026.
  • Smithbridge Asset Management bought 1,258 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $879K.
  • Vanguard S&P 500 ETF made up 0.28% of Smithbridge Asset Management's portfolio in Q3 2026, its #75 holding.
  • Smithbridge Asset Management first reported a position in Vanguard S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • 2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.