Sound Stewardship’s Vanguard S&P 500 ETF VOO Stock Holding History

Sound Stewardship’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	$459K	Buy	655 +39	+6%	+$27.2K	0.19%	49
2026 Q2	$423K	Buy	616 +5	+0.8%	+$3.33K	0.17%	47
2026 Q1	$365K	Hold	611	–	–	0.17%	48
2025 Q4	$383K	Buy	611 +1	+0.2%	+$621	0.18%	49
2025 Q3	$373K	Sell	610 -2	-0.3%	-$1.18K	0.18%	51
2025 Q2	$348K	Sell	612 -3	-0.5%	-$1.58K	0.18%	51
2025 Q1	$316K	Sell	615 -41	-6%	-$22.2K	0.18%	49
2024 Q4	$354K	Sell	656 -6	-0.9%	-$3.25K	0.21%	45
2024 Q3	$349K	Sell	662 -28	-4%	-$14.2K	0.2%	45
2024 Q2	$345K	Hold	690	–	–	0.21%	45
2024 Q1	$332K	Sell	690 -5	-0.7%	-$2.29K	0.2%	47
2023 Q4	$304K	Sell	695 -6	-0.9%	-$2.46K	0.2%	54
2023 Q3	$275K	Sell	701 -105	-13%	-$42.9K	0.18%	59
2023 Q2	$328K	Buy	806 +90	+13%	+$34.7K	0.22%	54
2023 Q1	$269K	Sell	716 -62	-8%	-$22.7K	0.18%	56
2022 Q4	$273K	Buy	+778	New	+$275K	0.2%	52

Other funds holding VOO

CCWA

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

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

FFA

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Sound Stewardship's VOO Position: Q3 2026 in Review

Sound Stewardship increased its Vanguard S&P 500 ETF (VOO) stake by 6.3% in Q3 2026, buying an estimated $27.2K and bringing the position to 655 shares worth $459K. The position accounts for 0.19% of the portfolio, ranked #49.

Sound Stewardship first reported a position in VOO in Q4 2022 and has held it in 16 quarters since. 549 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Sound Stewardship held 655 shares of Vanguard S&P 500 ETF worth $459K as of Q3 2026.
Sound Stewardship bought 39 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $27.2K.
Vanguard S&P 500 ETF made up 0.19% of Sound Stewardship's portfolio in Q3 2026, its #49 holding.
Sound Stewardship first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
549 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.