Straight Path Wealth Management
VOO icon

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

Straight Path 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 		$729K Buy
1,040
+126
+14% +$88K 0.16% 62
2026
Q2 		$628K Buy
914
+93
+11% +$62K 0.15% 63
2026
Q1 		$491K Hold
821
– – 0.13% 70
2025
Q4 		$515K Buy
+821
New +$510K 0.14% 67

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Straight Path Wealth Management's VOO Position: Q3 2026 in Review

Straight Path Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q3 2026, buying an estimated $88K and bringing the position to 1,040 shares worth $729K. The position accounts for 0.16% of the portfolio, ranked #62.

Straight Path Wealth Management first reported a position in VOO in Q4 2025 and has held it in 4 quarters since. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Straight Path Wealth Management held 1,040 shares of Vanguard S&P 500 ETF worth $729K as of Q3 2026.
  • Straight Path Wealth Management bought 126 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $88K.
  • Vanguard S&P 500 ETF made up 0.16% of Straight Path Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Straight Path Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.