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

Stewardship Advisors’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	$922K	Sell	1,316 -47	-3%	-$32.8K	0.19%	62
2026 Q2	$936K	Buy	1,363 +10	+0.7%	+$6.67K	0.19%	61
2026 Q1	$809K	Buy	1,353 +198	+17%	+$124K	0.19%	64
2025 Q4	$724K	Buy	1,155 +636	+123%	+$395K	0.17%	64
2025 Q3	$318K	Sell	519 -17	-3%	-$10K	0.08%	110
2025 Q2	$304K	Hold	536	–	–	0.08%	105
2025 Q1	$275K	Buy	536 +112	+26%	+$60.5K	0.07%	111
2024 Q4	$228K	Buy	424 +3	+0.7%	+$1.62K	0.06%	137
2024 Q3	$222K	Sell	421 -28	-6%	-$14.2K	0.06%	132
2024 Q2	$225K	Buy	449 +3	+0.7%	+$1.44K	0.07%	63
2024 Q1	$214K	Buy	+446	New	+$204K	0.07%	59

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

Stewardship Advisors's VOO Position: Q3 2026 in Review

Stewardship Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 3.4% in Q3 2026, selling an estimated $32.8K and leaving 1,316 shares worth $922K. The position accounts for 0.19% of the portfolio, ranked #62.

Stewardship Advisors first reported a position in VOO in Q1 2024 and has held it in 11 quarters since. The position peaked at $936K in Q2 2026. 1,996 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Stewardship Advisors held 1,316 shares of Vanguard S&P 500 ETF worth $922K as of Q3 2026.
Stewardship Advisors sold 47 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $32.8K.
Vanguard S&P 500 ETF made up 0.19% of Stewardship Advisors's portfolio in Q3 2026, its #62 holding.
Stewardship Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
Stewardship Advisors's Vanguard S&P 500 ETF position peaked at $936K in Q2 2026.
1,996 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.