Toth Financial Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Toth Financial Advisory’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	$2.57M	Buy	3,670 +138	+4%	+$96.4K	0.26%	94
2026 Q2	$2.43M	Sell	3,532 -65	-2%	-$43.3K	0.24%	99
2026 Q1	$2.15M	Buy	3,597 +596	+20%	+$373K	0.24%	95
2025 Q4	$1.88M	Buy	3,001 +156	+5%	+$96.9K	0.2%	100
2025 Q3	$1.74M	Buy	2,845 +896	+46%	+$528K	0.19%	106
2025 Q2	$1.11M	Sell	1,949 -123	-6%	-$64.6K	0.13%	119
2025 Q1	$1.06M	Buy	2,072 +11	+0.5%	+$5.95K	0.13%	118
2024 Q4	$1.11M	Buy	2,061 +12	+0.6%	+$6.5K	0.13%	120
2024 Q3	$1.08M	Sell	2,049 -19	-0.9%	-$9.7K	0.13%	119
2024 Q2	$1.03M	Sell	2,068 -102	-5%	-$49.1K	0.13%	119
2024 Q1	$1.04M	Sell	2,170 -179	-8%	-$81.9K	0.13%	121
2023 Q4	$1.03M	Buy	2,349 +384	+20%	+$157K	0.14%	112
2023 Q3	$772K	Buy	1,965 +6	+0.3%	+$2.45K	0.12%	126
2023 Q2	$798K	Sell	1,959 -32	-2%	-$12.3K	0.12%	126
2023 Q1	$749K	Buy	1,991 +1	+0.1%	+$367	0.12%	127
2022 Q4	$699K	Sell	1,990 -5	-0.3%	-$1.77K	0.11%	128
2022 Q3	$655K	Buy	1,995 +62	+3%	+$22.6K	0.12%	120
2022 Q2	$671K	Buy	1,933 +171	+10%	+$64.4K	0.12%	122
2022 Q1	$732K	Sell	1,762 -82	-4%	-$33.6K	0.11%	137
2021 Q4	$805K	Sell	1,844 -179	-9%	-$75.6K	0.11%	143
2021 Q3	$798K	Sell	2,023 -370	-15%	-$150K	0.12%	126
2021 Q2	$942K	Sell	2,393 -593	-20%	-$228K	0.14%	114
2021 Q1	$1.09M	Sell	2,986 -881	-23%	-$312K	0.17%	104
2020 Q4	$1.33M	Sell	3,867 -1,168	-23%	-$381K	0.23%	91
2020 Q3	$1.55M	Buy	5,035 +164	+3%	+$50K	0.3%	82
2020 Q2	$1.38M	Buy	4,871 +4,616	+1,810%	+$1.24M	0.3%	81
2020 Q1	$60K	Buy	255 +64	+34%	+$17.9K	0.02%	172
2019 Q4	$56K	Buy	+191	New	+$54K	0.01%	210
2019 Q1	–	Sell	-12	Closed	-$3K	–	455
2018 Q4	$3K	Buy	+12	New	+$2.97K	﹤0.01%	364

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Toth Financial Advisory's VOO Position: Q3 2026 in Review

Toth Financial Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 3.9% in Q3 2026, buying an estimated $96.4K and bringing the position to 3,670 shares worth $2.57M. The position accounts for 0.26% of the portfolio, ranked #94.

Toth Financial Advisory first reported a position in VOO in Q4 2018 and has held it in 29 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Toth Financial Advisory held 3,670 shares of Vanguard S&P 500 ETF worth $2.57M as of Q3 2026.
Toth Financial Advisory bought 138 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $96.4K.
Vanguard S&P 500 ETF made up 0.26% of Toth Financial Advisory's portfolio in Q3 2026, its #94 holding.
Toth Financial Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.