Stolper & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

Stolper & Co’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	$329K	Hold	469	–	–	0.09%	85
2026 Q2	$322K	Sell	469 -30,620	-98%	-$20.4M	0.08%	84
2026 Q1	$3.29M	Buy	31,089 +30,620	+6,529%	+$19.1M	0.93%	35
2025 Q4	$294K	Sell	469 -7	-1%	-$4.35K	0.09%	86
2025 Q3	$291K	Hold	476	–	–	0.09%	86
2025 Q2	$270K	Sell	476 -4	-0.8%	-$2.1K	0.09%	87
2025 Q1	$247K	Hold	480	–	–	0.08%	85
2024 Q4	$259K	Sell	480 -9	-2%	-$4.88K	0.09%	86
2024 Q3	$258K	Sell	489 -13	-3%	-$6.61K	0.08%	85
2024 Q2	$251K	Sell	502 -18	-3%	-$8.66K	0.09%	85
2024 Q1	$250K	Hold	520	–	–	0.09%	85
2023 Q4	$227K	Sell	520 -6	-1%	-$2.46K	0.09%	85
2023 Q3	$207K	Hold	526	–	–	0.09%	84
2023 Q2	$214K	Sell	526 -14	-3%	-$5.4K	0.09%	85
2023 Q1	$203K	Sell	540 -131	-20%	-$48K	0.09%	85
2022 Q4	$236K	Hold	671	–	–	0.1%	82
2022 Q3	$220K	Hold	671	–	–	0.11%	80
2022 Q2	$233K	Hold	671	–	–	0.11%	81
2022 Q1	$279K	Buy	671 +111	+20%	+$45.4K	0.12%	80
2021 Q4	$244K	Hold	560	–	–	0.11%	80
2021 Q3	$221K	Sell	560 -9	-2%	-$3.65K	0.11%	82
2021 Q2	$224K	Sell	569 -4	-0.7%	-$1.54K	0.11%	86
2021 Q1	$209K	Buy	+573	New	+$203K	0.11%	86
2020 Q4	–	Sell	-744	Closed	-$229K	–	91
2020 Q3	$229K	Sell	744 -16	-2%	-$4.87K	0.15%	82
2020 Q2	$215K	Buy	+760	New	+$205K	0.14%	81

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Stolper & Co's VOO Position: Q3 2026 in Review

Stolper & Co held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 469 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #85.

Stolper & Co first reported a position in VOO in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.29M in Q1 2026. 1,250 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Stolper & Co held 469 shares of Vanguard S&P 500 ETF worth $329K as of Q3 2026.
Stolper & Co left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
Vanguard S&P 500 ETF made up 0.09% of Stolper & Co's portfolio in Q3 2026, its #85 holding.
Stolper & Co first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
Stolper & Co's Vanguard S&P 500 ETF position peaked at $3.29M in Q1 2026.
1,250 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.