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

Team Financial Group’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 		$78K Buy
+111
New +$77.5K 0.03% 101
2026
Q2 		– Sell
-111
Closed -$66.4K – 245
2026
Q1 		$66.4K Hold
111
– – 0.03% 98
2025
Q4 		$69.6K Buy
+111
New +$69K 0.03% 87

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Team Financial Group's VOO Position: Q3 2026 in Review

Team Financial Group opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 111 shares worth $78K. The stake represents 0.03% of the portfolio and ranks #101 among its holdings. This is a return to the name: Team Financial Group previously reported a position in VOO as recently as Q1 2026.

Team Financial Group first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Team Financial Group held 111 shares of Vanguard S&P 500 ETF worth $78K as of Q3 2026.
  • Vanguard S&P 500 ETF was a new Team Financial Group position in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.03% of Team Financial Group's portfolio in Q3 2026, its #101 holding.
  • Team Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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