Stiles Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Stiles Financial Services’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	$920K	Sell	1,312 -15	-1%	-$10.5K	0.23%	89
2026 Q2	$911K	Buy	1,327 +434	+49%	+$289K	0.23%	89
2026 Q1	$533K	Buy	893 +10	+1%	+$6.25K	0.16%	116
2025 Q4	$554K	Hold	883	–	–	0.17%	116
2025 Q3	$541K	Hold	883	–	–	0.17%	114
2025 Q2	$502K	Hold	883	–	–	0.17%	116
2025 Q1	$454K	Hold	883	–	–	0.17%	117
2024 Q4	$476K	Hold	883	–	–	0.17%	120
2024 Q3	$466K	Hold	883	–	–	0.16%	120
2024 Q2	$442K	Sell	883 -117	-12%	-$56.3K	0.17%	110
2024 Q1	$425K	Buy	1,000 +117	+13%	+$53.5K	0.17%	117
2023 Q4	$386K	Hold	883	–	–	0.18%	115
2023 Q3	$347K	Hold	883	–	–	0.18%	122
2023 Q2	$360K	Hold	883	–	–	0.18%	130
2023 Q1	$332K	Buy	+883	New	+$324K	0.18%	130
2022 Q3	–	Sell	-954	Closed	-$331K	–	186
2022 Q2	$331K	Hold	954	–	–	0.2%	120
2022 Q1	$396K	Hold	954	–	–	0.2%	120
2021 Q4	$416K	Buy	+954	New	+$403K	0.2%	117

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

Stiles Financial Services's VOO Position: Q3 2026 in Review

Stiles Financial Services reduced its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q3 2026, selling an estimated $10.5K and leaving 1,312 shares worth $920K. The position accounts for 0.23% of the portfolio, ranked #89.

Stiles Financial Services first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Stiles Financial Services held 1,312 shares of Vanguard S&P 500 ETF worth $920K as of Q3 2026.
Stiles Financial Services sold 15 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $10.5K.
Vanguard S&P 500 ETF made up 0.23% of Stiles Financial Services's portfolio in Q3 2026, its #89 holding.
Stiles Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.