Sweeney & Michel’s Vanguard S&P 500 ETF VOO Stock Holding History

Sweeney & Michel’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	$575K	Buy	821 +115	+16%	+$80.3K	0.15%	87
2026 Q2	$502K	Buy	706 +183	+35%	+$122K	0.13%	96
2026 Q1	$330K	Sell	523 -24	-4%	-$15K	0.1%	114
2025 Q4	$348K	Buy	547 +2	+0.4%	+$1.24K	0.1%	108
2025 Q3	$327K	Sell	545 -4	-0.7%	-$2.36K	0.11%	106
2025 Q2	$315K	Buy	549 +7	+1%	+$3.68K	0.11%	106
2025 Q1	$248K	Buy	+542	New	+$293K	0.11%	108
2024 Q3	$276K	Buy	515 +2	+0.4%	+$1.02K	0.11%	102
2024 Q2	$262K	Buy	513 +2	+0.4%	+$962	0.11%	99
2024 Q1	$246K	Buy	+511	New	+$234K	0.11%	102

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

Sweeney & Michel's VOO Position: Q3 2026 in Review

Sweeney & Michel increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q3 2026, buying an estimated $80.3K and bringing the position to 821 shares worth $575K. The position accounts for 0.15% of the portfolio, ranked #87.

Sweeney & Michel first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 1,887 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Sweeney & Michel held 821 shares of Vanguard S&P 500 ETF worth $575K as of Q3 2026.
Sweeney & Michel bought 115 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $80.3K.
Vanguard S&P 500 ETF made up 0.15% of Sweeney & Michel's portfolio in Q3 2026, its #87 holding.
Sweeney & Michel first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,887 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.