TradeWell Securities’s Vanguard S&P 500 ETF VOO Stock Holding History

TradeWell Securities’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	$77.8M	Buy	111,028 +1,638	+1%	+$1.14M	26.32%	1
2026 Q2	$75.1M	Buy	109,390 +1,687	+2%	+$1.12M	26.82%	1
2026 Q1	$64.3M	Buy	107,703 +2,983	+3%	+$1.87M	27.11%	1
2025 Q4	$65.7M	Buy	104,720 +1,359	+1%	+$845K	25.56%	1
2025 Q3	$63.5M	Buy	103,361 +2,684	+3%	+$1.58M	26.7%	1
2025 Q2	$57.2M	Buy	100,677 +1,254	+1%	+$659K	27.35%	1
2025 Q1	$51.1M	Sell	99,423 -1,989	-2%	-$1.08M	28.15%	1
2024 Q4	$54.6M	Buy	+101,412	New	+$54.9M	28.3%	1

Other funds holding VOO

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

TradeWell Securities's VOO Position: Q3 2026 in Review

TradeWell Securities increased its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q3 2026, buying an estimated $1.14M and bringing the position to 111,028 shares worth $77.8M. The position accounts for 26.32% of the portfolio, ranked #1.

TradeWell Securities first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 1,995 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

TradeWell Securities held 111,028 shares of Vanguard S&P 500 ETF worth $77.8M as of Q3 2026.
TradeWell Securities bought 1,638 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.14M.
Vanguard S&P 500 ETF made up 26.32% of TradeWell Securities's portfolio in Q3 2026, its #1 holding.
TradeWell Securities first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,995 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.