Teamwork Financial Advisors
VOO icon

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

Teamwork Financial Advisors’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 		– Sell
-2,701
Closed -$1.86M – 237
2026
Q2 		$1.86M Buy
2,701
+11
+0.4% +$7.33K 0.17% 87
2026
Q1 		$1.61M Sell
2,690
-56
-2% -$35K 0.17% 91
2025
Q4 		$1.72M Sell
2,746
-149
-5% -$92.6K 0.17% 85
2025
Q3 		$1.77M Sell
2,895
-275
-9% -$162K 0.18% 83
2025
Q2 		$1.8M Sell
3,170
-106
-3% -$55.7K 0.21% 75
2025
Q1 		$1.68M Sell
3,276
-517
-14% -$279K 0.22% 71
2024
Q4 		$2.04M Sell
3,793
-138
-4% -$74.7K 0.27% 57
2024
Q3 		$2.07M Sell
3,931
-114
-3% -$57.9K 0.29% 53
2024
Q2 		$2.02M Sell
4,045
-133
-3% -$64K 0.3% 57
2024
Q1 		$2.01M Buy
4,178
+95
+2% +$43.5K 0.31% 55
2023
Q4 		$1.78M Sell
4,083
-703
-15% -$288K 0.31% 45
2023
Q3 		$1.88M Buy
4,786
+164
+4% +$67.1K 0.31% 53
2023
Q2 		$1.88M Sell
4,622
-2
-0% -$772 0.31% 54
2023
Q1 		$1.74M Buy
4,624
+433
+10% +$159K 0.32% 53
2022
Q4 		$1.47M Buy
4,191
+177
+4% +$62.5K 0.3% 55
2022
Q3 		$1.32M Buy
4,014
+779
+24% +$285K 0.28% 56
2022
Q2 		$1.12M Sell
3,235
-246
-7% -$92.7K 0.25% 75
2022
Q1 		$1.44M Sell
3,481
-4,942
-59% -$2.02M 0.27% 68
2021
Q4 		$3.68M Buy
8,423
+158
+2% +$66.7K 0.68% 25
2021
Q3 		$3.26M Sell
8,265
-107
-1% -$43.4K 0.64% 26
2021
Q2 		$3.3M Buy
8,372
+1,116
+15% +$428K 0.67% 25
2021
Q1 		$2.64M Sell
7,256
-73
-1% -$25.9K 0.62% 29
2020
Q4 		$2.52M Sell
7,329
-73
-1% -$23.8K 0.6% 26
2020
Q3 		$2.28M Sell
7,402
-2,288
-24% -$697K 0.71% 19
2020
Q2 		$2.75M Buy
9,690
+698
+8% +$188K 0.98% 19
2020
Q1 		$2.13M Buy
8,992
+5,427
+152% +$1.52M 1.32% 15
2019
Q4 		$1.06M Buy
+3,565
New +$1.01M 0.63% 34

Other funds holding VOO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return
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
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Teamwork Financial Advisors's VOO Position: Q3 2026 in Review

Teamwork Financial Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q3 2026, closing a stake of 2,701 shares — an estimated $1.86M sold.

Teamwork Financial Advisors first reported a position in VOO in Q4 2019 and held it in 27 quarters. The position peaked at $3.68M in Q4 2021. 3,230 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Teamwork Financial Advisors reported no remaining Vanguard S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 2,701 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.86M.
  • Teamwork Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and held it in 27 quarters.
  • Teamwork Financial Advisors's Vanguard S&P 500 ETF position peaked at $3.68M in Q4 2021.
  • 3,230 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.