Towercrest Capital Management
VOO icon

Towercrest Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Towercrest Capital 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 		$1.37M Buy
1,950
+74
+4% +$51.7K 0.2% 50
2026
Q2 		$1.29M Buy
1,876
+31
+2% +$20.7K 0.18% 49
2026
Q1 		$1.1M Buy
1,845
+160
+9% +$100K 0.17% 53
2025
Q4 		$1.06M Sell
1,685
-67
-4% -$41.6K 0.17% 54
2025
Q3 		$1.07M Buy
1,752
+802
+84% +$473K 0.17% 53
2025
Q2 		$539K Hold
950
– – 0.1% 65
2025
Q1 		$488K Sell
950
-139
-13% -$75.1K 0.09% 64
2024
Q4 		$587K Buy
1,089
+5
+0.5% +$2.71K 0.09% 63
2024
Q3 		$572K Buy
1,084
+3
+0.3% +$1.52K 0.09% 67
2024
Q2 		$541K Buy
1,081
+6
+0.6% +$2.89K 0.09% 68
2024
Q1 		$517K Buy
1,075
+109
+11% +$49.9K 0.09% 70
2023
Q4 		$422K Buy
966
+1
+0.1% +$409 0.08% 75
2023
Q3 		$379K Buy
965
+1
+0.1% +$409 0.07% 77
2023
Q2 		$393K Buy
964
+371
+63% +$143K 0.07% 74
2023
Q1 		$223K Buy
593
+2
+0.3% +$733 0.05% 93
2022
Q4 		$208K Buy
+591
New +$209K 0.05% 90

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

Towercrest Capital Management's VOO Position: Q3 2026 in Review

Towercrest Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 3.9% in Q3 2026, buying an estimated $51.7K and bringing the position to 1,950 shares worth $1.37M. The position accounts for 0.2% of the portfolio, ranked #50.

Towercrest Capital Management first reported a position in VOO in Q4 2022 and has held it in 16 quarters since. 2,804 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Towercrest Capital Management held 1,950 shares of Vanguard S&P 500 ETF worth $1.37M as of Q3 2026.
  • Towercrest Capital Management bought 74 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $51.7K.
  • Vanguard S&P 500 ETF made up 0.2% of Towercrest Capital Management's portfolio in Q3 2026, its #50 holding.
  • Towercrest Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 2,804 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Towercrest Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.