Spectrum Wealth Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Spectrum Wealth Advisory Group’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	$1.52M	Buy	2,171 +4	+0.2%	+$2.79K	0.43%	32
2026 Q2	$1.49M	Buy	2,167 +34	+2%	+$22.7K	0.42%	29
2026 Q1	$1.27M	Sell	2,133 -533	-20%	-$333K	0.47%	30
2025 Q4	$1.67M	Buy	2,666 +860	+48%	+$534K	0.61%	26
2025 Q3	$1.11M	Sell	1,806 -9	-0.5%	-$5.3K	0.46%	28
2025 Q2	$1.03M	Buy	+1,815	New	+$954K	0.48%	24

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Spectrum Wealth Advisory Group's VOO Position: Q3 2026 in Review

Spectrum Wealth Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.18% in Q3 2026, buying an estimated $2.79K and bringing the position to 2,171 shares worth $1.52M. The position accounts for 0.43% of the portfolio, ranked #32.

Spectrum Wealth Advisory Group first reported a position in VOO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.67M in Q4 2025. 3,009 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Spectrum Wealth Advisory Group held 2,171 shares of Vanguard S&P 500 ETF worth $1.52M as of Q3 2026.
Spectrum Wealth Advisory Group bought 4 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $2.79K.
Vanguard S&P 500 ETF made up 0.43% of Spectrum Wealth Advisory Group's portfolio in Q3 2026, its #32 holding.
Spectrum Wealth Advisory Group first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
Spectrum Wealth Advisory Group's Vanguard S&P 500 ETF position peaked at $1.67M in Q4 2025.
3,009 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.