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

SpringVest 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	$849K	Buy	1,211 +72	+6%	+$50.3K	0.52%	35
2026 Q2	$782K	Buy	1,139 +150	+15%	+$100K	0.49%	33
2026 Q1	$591K	Buy	989 +52	+6%	+$32.5K	0.4%	37
2025 Q4	$588K	Buy	937 +83	+10%	+$51.6K	0.41%	33
2025 Q3	$523K	Buy	854 +4	+0.5%	+$2.36K	0.38%	42
2025 Q2	$484K	Buy	850 +78	+10%	+$41K	0.39%	41
2025 Q1	$397K	Buy	772 +9	+1%	+$4.86K	0.33%	44
2024 Q4	$411K	Buy	+763	New	+$413K	0.35%	40

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

SpringVest Wealth Management's VOO Position: Q3 2026 in Review

SpringVest Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.3% in Q3 2026, buying an estimated $50.3K and bringing the position to 1,211 shares worth $849K. The position accounts for 0.52% of the portfolio, ranked #35.

SpringVest Wealth Management first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 1,996 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

SpringVest Wealth Management held 1,211 shares of Vanguard S&P 500 ETF worth $849K as of Q3 2026.
SpringVest Wealth Management bought 72 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $50.3K.
Vanguard S&P 500 ETF made up 0.52% of SpringVest Wealth Management's portfolio in Q3 2026, its #35 holding.
SpringVest Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,996 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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