Tower View Wealth Management
VOO icon

Tower View Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Tower View Wealth Management’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 		$784K Sell
1,119
-84
-7% -$58.7K 0.34% 48
2026
Q2 		$826K Buy
1,203
+7
+0.6% +$4.67K 0.36% 49
2026
Q1 		$715K Sell
1,196
-3
-0.3% -$1.88K 0.37% 47
2025
Q4 		$752K Buy
1,199
+78
+7% +$48.5K 0.37% 46
2025
Q3 		$686K Sell
1,121
-2
-0.2% -$1.18K 0.36% 38
2025
Q2 		$638K Sell
1,123
-42
-4% -$22.1K 0.33% 41
2025
Q1 		$599K Sell
1,165
-41
-3% -$22.2K 0.35% 43
2024
Q4 		$650K Buy
1,206
+3
+0.2% +$1.62K 0.34% 46
2024
Q3 		$635K Sell
1,203
-24
-2% -$12.2K 0.35% 45
2024
Q2 		$614K Sell
1,227
-14
-1% -$6.74K 0.35% 45
2024
Q1 		$597K Buy
1,241
+10
+0.8% +$4.58K 0.35% 48
2023
Q4 		$538K Buy
1,231
+8
+0.7% +$3.28K 0.33% 47
2023
Q3 		$480K Buy
1,223
+187
+18% +$76.5K 0.34% 45
2023
Q2 		$422K Sell
1,036
-1,231
-54% -$475K 0.29% 44
2023
Q1 		$853K Buy
2,267
+11
+0.5% +$4.03K 0.57% 46
2022
Q4 		$793K Buy
2,256
+147
+7% +$51.9K 0.55% 47
2022
Q3 		$692K Buy
2,109
+135
+7% +$49.3K 0.53% 47
2022
Q2 		$685K Buy
1,974
+623
+46% +$235K 0.5% 48
2022
Q1 		$561K Buy
1,351
+894
+196% +$366K 0.3% 60
2021
Q4 		$200K Buy
457
+225
+97% +$95K 0.1% 78
2021
Q3 		$92K Hold
232
– – 0.05% 89
2021
Q2 		$91K Hold
232
– – 0.05% 88
2021
Q1 		$85K Hold
232
– – 0.05% 93
2020
Q4 		$80K Buy
+232
New +$75.6K 0.05% 94

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 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
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Tower View Wealth Management's VOO Position: Q3 2026 in Review

Tower View Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 7% in Q3 2026, selling an estimated $58.7K and leaving 1,119 shares worth $784K. The position accounts for 0.34% of the portfolio, ranked #48.

Tower View Wealth Management first reported a position in VOO in Q4 2020 and has held it in 24 quarters since. The position peaked at $853K in Q1 2023. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Tower View Wealth Management held 1,119 shares of Vanguard S&P 500 ETF worth $784K as of Q3 2026.
  • Tower View Wealth Management sold 84 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $58.7K.
  • Vanguard S&P 500 ETF made up 0.34% of Tower View Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Tower View Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • Tower View Wealth Management's Vanguard S&P 500 ETF position peaked at $853K in Q1 2023.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.