Trinity Financial Advisors
VOO icon

Trinity Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Trinity Financial 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 		$16.7M Buy
23,804
+1,104
+5% +$771K 4.29% 7
2026
Q2 		$15.6M Sell
22,700
-94
-0.4% -$62.7K 4.01% 7
2026
Q1 		$13.6M Buy
22,794
+1,438
+7% +$899K 3.88% 7
2025
Q4 		$13.4M Buy
21,356
+263
+1% +$163K 3.75% 9
2025
Q3 		$13M Buy
21,093
+688
+3% +$406K 3.74% 9
2025
Q2 		$11.6M Sell
20,405
-214
-1% -$112K 3.56% 9
2025
Q1 		$10.2M Buy
20,619
+3,900
+23% +$2.11M 3.67% 8
2024
Q4 		$8.99M Buy
16,719
+934
+6% +$506K 3.41% 10
2024
Q3 		$6.45M Buy
15,785
+4,731
+43% +$2.4M 2.89% 10
2024
Q2 		$5.55M Buy
11,054
+1,195
+12% +$575K 2.48% 13
2024
Q1 		$4.74M Sell
9,859
-24
-0.2% -$11K 2.13% 14
2023
Q4 		$4.32M Buy
9,883
+421
+4% +$172K 2.11% 14
2023
Q3 		$3.72M Buy
9,462
+770
+9% +$315K 1.97% 12
2023
Q2 		$3.54M Buy
8,692
+185
+2% +$71.4K 1.9% 10
2023
Q1 		$3.2M Sell
8,507
-350
-4% -$128K 1.96% 10
2022
Q4 		$3.11M Sell
8,857
-3,203
-27% -$1.13M 2.05% 10
2022
Q3 		$3.96M Sell
12,060
-23
-0.2% -$8.4K 2.87% 9
2022
Q2 		$4.19M Sell
12,083
-2,607
-18% -$982K 3.09% 9
2022
Q1 		$6.1M Buy
14,690
+7,041
+92% +$2.88M 3.82% 7
2021
Q4 		$3.34M Buy
+7,649
New +$3.23M 1.97% 11
2021
Q1 		– Sell
-6,057
Closed -$2.08M – 57
2020
Q4 		$2.08M Buy
+6,057
New +$1.97M 1.89% 13

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 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
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Trinity Financial Advisors's VOO Position: Q3 2026 in Review

Trinity Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 4.9% in Q3 2026, buying an estimated $771K and bringing the position to 23,804 shares worth $16.7M. The position accounts for 4.29% of the portfolio, ranked #7.

Trinity Financial Advisors first reported a position in VOO in Q4 2020 and has held it in 21 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Trinity Financial Advisors held 23,804 shares of Vanguard S&P 500 ETF worth $16.7M as of Q3 2026.
  • Trinity Financial Advisors bought 1,104 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $771K.
  • Vanguard S&P 500 ETF made up 4.29% of Trinity Financial Advisors's portfolio in Q3 2026, its #7 holding.
  • Trinity Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.