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Tepp RIA’s Vanguard S&P 500 ETF VOO Stock Holding History

Tepp RIA’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 		$427K Hold
609
– – 0.29% 30
2026
Q2 		$418K Hold
609
– – 0.28% 30
2026
Q1 		$364K Sell
609
-182
-23% -$114K 0.29% 30
2025
Q4 		$496K Hold
791
– – 0.49% 22
2025
Q3 		$484K Hold
791
– – 0.55% 23
2025
Q2 		$449K Hold
791
– – 0.58% 18
2025
Q1 		$407K Hold
791
– – 0.55% 16
2024
Q4 		$426K Buy
+791
New +$428K 0.63% 18

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Tepp RIA's VOO Position: Q3 2026 in Review

Tepp RIA held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 609 shares worth $427K. The position accounts for 0.29% of the portfolio, ranked #30.

Tepp RIA first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. The position peaked at $496K in Q4 2025. 940 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Tepp RIA held 609 shares of Vanguard S&P 500 ETF worth $427K as of Q3 2026.
  • Tepp RIA left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.29% of Tepp RIA's portfolio in Q3 2026, its #30 holding.
  • Tepp RIA first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • Tepp RIA's Vanguard S&P 500 ETF position peaked at $496K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.