Spinnaker Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Spinnaker Investment 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	$1.59M	Buy	2,273 +361	+19%	+$252K	0.25%	43
2026 Q2	$1.31M	Buy	1,912 +934	+96%	+$623K	0.21%	48
2026 Q1	$584K	Buy	978 +184	+23%	+$115K	0.12%	67
2025 Q4	$498K	Sell	794 -78	-9%	-$48.5K	0.09%	87
2025 Q3	$534K	Buy	872 +250	+40%	+$147K	0.1%	77
2025 Q2	$353K	Sell	622 -315	-34%	-$166K	0.08%	71
2025 Q1	$482K	Buy	937 +266	+40%	+$144K	0.11%	62
2024 Q4	$361K	Buy	671 +2	+0.3%	+$1.08K	0.09%	66
2024 Q3	$353K	Buy	+669	New	+$340K	0.09%	65

Other funds holding VOO

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

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

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Spinnaker Investment Group's VOO Position: Q3 2026 in Review

Spinnaker Investment Group increased its Vanguard S&P 500 ETF (VOO) stake by 19% in Q3 2026, buying an estimated $252K and bringing the position to 2,273 shares worth $1.59M. The position accounts for 0.25% of the portfolio, ranked #43.

Spinnaker Investment Group first reported a position in VOO in Q3 2024 and has held it in 9 quarters since. 418 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Spinnaker Investment Group held 2,273 shares of Vanguard S&P 500 ETF worth $1.59M as of Q3 2026.
Spinnaker Investment Group bought 361 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $252K.
Vanguard S&P 500 ETF made up 0.25% of Spinnaker Investment Group's portfolio in Q3 2026, its #43 holding.
Spinnaker Investment Group first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
418 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.