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

StackStone Wealth’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	$977K	Buy	+1,394	New	+$974K	0.1%	183

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

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

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

StackStone Wealth's VOO Position: Q3 2026 in Review

StackStone Wealth opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 1,394 shares worth $977K. The stake represents 0.1% of the portfolio and ranks #183 among its holdings.

1,898 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

StackStone Wealth held 1,394 shares of Vanguard S&P 500 ETF worth $977K as of Q3 2026.
Vanguard S&P 500 ETF was a new StackStone Wealth position in Q3 2026.
Vanguard S&P 500 ETF made up 0.1% of StackStone Wealth's portfolio in Q3 2026, its #183 holding.
1,898 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.