TFO Wealth Partners
VOO icon

TFO Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

TFO Wealth Partners’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 		$10.1M Buy
14,399
+257
+2% +$180K 1.3% 14
2026
Q2 		$9.7M Buy
14,142
+35
+0.2% +$23.3K 1.06% 14
2026
Q1 		$8.43M Buy
14,107
+3,880
+38% +$2.43M 1.15% 13
2025
Q4 		$6.41M Hold
10,227
– – 0.96% 12
2025
Q3 		$6.26M Sell
10,227
-903
-8% -$532K 1.02% 10
2025
Q2 		$6.32M Buy
11,130
+2,702
+32% +$1.42M 1.11% 10
2025
Q1 		$4.33M Buy
+8,428
New +$4.56M 0.86% 10
2024
Q4 		– Sell
-8,428
Closed -$4.45M – 33
2024
Q3 		$4.45M Buy
8,428
+29
+0.3% +$14.7K 0.82% 11
2024
Q2 		$4.2M Hold
8,399
– – 0.82% 10
2024
Q1 		$4.04M Buy
8,399
+27
+0.3% +$12.4K 0.78% 10
2023
Q4 		$3.66M Buy
8,372
+34
+0.4% +$13.9K 0.74% 12
2023
Q3 		$3.4M Hold
8,338
– – 0.71% 13
2023
Q2 		$3.4M Sell
8,338
-133
-2% -$51.3K 0.72% 13
2023
Q1 		$3.19M Buy
8,471
+4,387
+107% +$1.61M 0.7% 13
2022
Q4 		$202K Sell
4,084
-7,648
-65% -$2.7M 0.05% 39
2022
Q3 		$3.85M Buy
11,732
+248
+2% +$90.6K 0.96% 11
2022
Q2 		$3.98M Buy
11,484
+2,663
+30% +$1M 0.9% 12
2022
Q1 		$3.66M Sell
8,821
-300
-3% -$123K 0.73% 15
2021
Q4 		$3.91M Buy
9,121
+305
+3% +$129K 0.75% 13
2021
Q3 		$3.48M Buy
8,816
+141
+2% +$57.2K 0.69% 14
2021
Q2 		$3.41M Buy
8,675
+1
+0% +$384 0.67% 13
2021
Q1 		$3.16M Sell
8,674
-70
-0.8% -$24.8K 0.95% 11
2020
Q4 		$3M Buy
8,744
+5
+0.1% +$1.63K 0.96% 11
2020
Q3 		$2.69M Buy
8,739
+2
+0% +$609 1.04% 9
2020
Q2 		$2.48M Buy
8,737
+1
+0% +$269 0.98% 9
2020
Q1 		$2.07M Buy
8,736
+3
+0% +$841 0.89% 10
2019
Q4 		$2.58M Buy
+8,733
New +$2.47M 2.38% 9

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
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
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TFO Wealth Partners's VOO Position: Q3 2026 in Review

TFO Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q3 2026, buying an estimated $180K and bringing the position to 14,399 shares worth $10.1M. The position accounts for 1.3% of the portfolio, ranked #14.

TFO Wealth Partners first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. 2,804 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • TFO Wealth Partners held 14,399 shares of Vanguard S&P 500 ETF worth $10.1M as of Q3 2026.
  • TFO Wealth Partners bought 257 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $180K.
  • Vanguard S&P 500 ETF made up 1.3% of TFO Wealth Partners's portfolio in Q3 2026, its #14 holding.
  • TFO Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,804 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on TFO Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.