Trifecta Capital Advisors
VOO icon

Trifecta Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Trifecta Capital Advisors’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 		$1.84M Hold
2,631
– – 0.23% 54
2026
Q2 		$1.81M Buy
2,631
+135
+5% +$90K 0.23% 54
2026
Q1 		$1.49M Buy
2,496
+364
+17% +$228K 0.23% 54
2025
Q4 		$1.34M Hold
2,132
– – 0.2% 57
2025
Q3 		$1.31M Buy
2,132
+150
+8% +$88.4K 0.2% 56
2025
Q2 		$1.13M Buy
1,982
+598
+43% +$314K 0.19% 56
2025
Q1 		$711K Buy
1,384
+255
+23% +$138K 0.15% 55
2024
Q4 		$608K Buy
1,129
+91
+9% +$49.3K 0.12% 60
2024
Q3 		$548K Hold
1,038
– – 0.11% 60
2024
Q2 		$519K Sell
1,038
-21
-2% -$10.1K 0.11% 62
2024
Q1 		$509K Sell
1,059
-23
-2% -$10.5K 0.12% 68
2023
Q4 		$472K Buy
1,082
+471
+77% +$193K 0.13% 67
2023
Q3 		$240K Sell
611
-17
-3% -$6.95K 0.08% 77
2023
Q2 		$256K Hold
628
– – 0.08% 78
2023
Q1 		$236K Hold
628
– – 0.08% 78
2022
Q4 		$221K Buy
+628
New +$222K 0.09% 82

Other funds holding VOO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Trifecta Capital Advisors's VOO Position: Q3 2026 in Review

Trifecta Capital Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 2,631 shares worth $1.84M. The position accounts for 0.23% of the portfolio, ranked #54.

Trifecta Capital Advisors first reported a position in VOO in Q4 2022 and has held it in 16 quarters since. 3,327 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Trifecta Capital Advisors held 2,631 shares of Vanguard S&P 500 ETF worth $1.84M as of Q3 2026.
  • Trifecta Capital Advisors left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.23% of Trifecta Capital Advisors's portfolio in Q3 2026, its #54 holding.
  • Trifecta Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.