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

SWP Financial’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	$214K	Sell	305 -7	-2%	-$4.89K	0.1%	75
2026 Q2	$214K	Buy	+312	New	+$208K	0.1%	77
2026 Q1	–	Sell	-444	Closed	-$278K	–	76
2025 Q4	$278K	Sell	444 -3	-0.7%	-$1.86K	0.14%	62
2025 Q3	$274K	Buy	447 +82	+22%	+$48.3K	0.14%	61
2025 Q2	$207K	Sell	365 -122	-25%	-$64.1K	0.11%	74
2025 Q1	$250K	Sell	487 -167	-26%	-$90.3K	0.15%	57
2024 Q4	$352K	Sell	654 -9	-1%	-$4.88K	0.21%	47
2024 Q3	$350K	Sell	663 -10	-1%	-$5.08K	0.21%	38
2024 Q2	$337K	Hold	673	–	–	0.22%	37
2024 Q1	$324K	Hold	673	–	–	0.23%	34
2023 Q4	$294K	Buy	+673	New	+$276K	0.23%	33

Other funds holding VOO

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

Citigroup New York $308B AUM 40.94% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SWP Financial's VOO Position: Q3 2026 in Review

SWP Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q3 2026, selling an estimated $4.89K and leaving 305 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #75.

SWP Financial first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $352K in Q4 2024. 2,300 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

SWP Financial held 305 shares of Vanguard S&P 500 ETF worth $214K as of Q3 2026.
SWP Financial sold 7 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $4.89K.
Vanguard S&P 500 ETF made up 0.1% of SWP Financial's portfolio in Q3 2026, its #75 holding.
SWP Financial first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
SWP Financial's Vanguard S&P 500 ETF position peaked at $352K in Q4 2024.
2,300 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.