Triad Wealth Partners
VOO icon

Triad Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Triad Wealth Partners’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 		$171M Buy
244,126
+44,491
+22% +$31.1M 9.46% 1
2026
Q2 		$139M Buy
199,635
+109,742
+122% +$73.2M 8.19% 1
2026
Q1 		$53.7M Buy
89,893
+47,000
+110% +$29.4M 4.26% 2
2025
Q4 		$26.9M Buy
42,893
+5,903
+16% +$3.67M 2.56% 7
2025
Q3 		$22.7M Buy
36,990
+11,976
+48% +$7.06M 2.92% 7
2025
Q2 		$14.2M Sell
25,014
-7,718
-24% -$4.06M 2.87% 8
2025
Q1 		$16.8M Sell
32,732
-4,661
-12% -$2.52M 5.23% 3
2024
Q4 		$20.1M Buy
37,393
+3,540
+10% +$1.92M 7.28% 1
2024
Q3 		$17.9M Buy
33,853
+1,689
+5% +$859K 9.5% 2
2024
Q2 		$16.1M Buy
32,164
+3,699
+13% +$1.78M 8.43% 3
2024
Q1 		$13.7M Buy
+28,465
New +$13M 10.5% 3

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Triad Wealth Partners's VOO Position: Q3 2026 in Review

Triad Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 22% in Q3 2026, buying an estimated $31.1M and bringing the position to 244,126 shares worth $171M. The position accounts for 9.46% of the portfolio, ranked #1.

Triad Wealth Partners first reported a position in VOO in Q1 2024 and has held it in 11 quarters since. 1,887 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Triad Wealth Partners held 244,126 shares of Vanguard S&P 500 ETF worth $171M as of Q3 2026.
  • Triad Wealth Partners bought 44,491 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $31.1M.
  • Vanguard S&P 500 ETF made up 9.46% of Triad Wealth Partners's portfolio in Q3 2026, its #1 holding.
  • Triad Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,887 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.