The Wealth Group
VOO icon

The Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

The Wealth 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 		$25M Sell
35,400
-936
-3% -$654K 4.64% 7
2026
Q2 		$25M Buy
36,336
+246
+0.7% +$164K 4.78% 7
2026
Q1 		$21.6M Buy
36,090
+363
+1% +$227K 4.91% 7
2025
Q4 		$22.4M Sell
35,727
-4,797
-12% -$2.98M 5.01% 7
2025
Q3 		$24.8M Sell
40,524
-2,710
-6% -$1.6M 5.74% 5
2025
Q2 		$24.6M Sell
43,234
-4,456
-9% -$2.34M 6.25% 5
2025
Q1 		$24.5M Buy
47,690
+2,851
+6% +$1.54M 7.18% 4
2024
Q4 		$24.2M Sell
44,839
-306
-0.7% -$166K 6.98% 4
2024
Q3 		$23.8M Buy
45,145
+2
+0% +$1.02K 6.93% 4
2024
Q2 		$22.6M Sell
45,143
-628
-1% -$302K 6.82% 4
2024
Q1 		$21.9M Buy
45,771
+840
+2% +$384K 6.75% 5
2023
Q4 		$20.4M Buy
+44,931
New +$18.4M 6.74% 5

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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 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

The Wealth Group's VOO Position: Q3 2026 in Review

The Wealth Group reduced its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q3 2026, selling an estimated $654K and leaving 35,400 shares worth $25M. The position accounts for 4.64% of the portfolio, ranked #7.

The Wealth Group first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. 1,106 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • The Wealth Group held 35,400 shares of Vanguard S&P 500 ETF worth $25M as of Q3 2026.
  • The Wealth Group sold 936 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $654K.
  • Vanguard S&P 500 ETF made up 4.64% of The Wealth Group's portfolio in Q3 2026, its #7 holding.
  • The Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,106 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.