tru Independence’s Vanguard S&P 500 ETF VOO Stock Holding History

tru Independence’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	$607K	Sell	865 -20	-2%	-$14K	0.26%	43
2026 Q2	$608K	Buy	885 +7	+0.8%	+$4.67K	0.27%	43
2026 Q1	$525K	Sell	878 -33	-4%	-$20.6K	0.26%	46
2025 Q4	$571K	Hold	911	–	–	0.14%	78
2025 Q3	$558K	Buy	911 +1	+0.1%	+$589	0.15%	80
2025 Q2	$517K	Sell	910 -69	-7%	-$36.3K	0.15%	81
2025 Q1	$503K	Hold	979	–	–	0.16%	77
2024 Q4	$528K	Hold	979	–	–	0.17%	75
2024 Q3	$517K	Buy	979 +15	+2%	+$7.62K	0.15%	78
2024 Q2	$482K	Sell	964 -38	-4%	-$18.3K	0.15%	75
2024 Q1	$482K	Hold	1,002	–	–	0.14%	79
2023 Q4	$438K	Hold	1,002	–	–	0.13%	84
2023 Q3	$393K	Hold	1,002	–	–	0.14%	90
2023 Q2	$408K	Sell	1,002 -15	-1%	-$5.79K	0.13%	87
2023 Q1	$383K	Hold	1,017	–	–	0.12%	91
2022 Q4	$357K	Sell	1,017 -183	-15%	-$64.6K	0.12%	90
2022 Q3	$394K	Buy	1,200 +200	+20%	+$73K	0.14%	88
2022 Q2	$347K	Buy	1,000 +6	+0.6%	+$2.26K	0.11%	100
2022 Q1	$413K	Hold	994	–	–	0.11%	109
2021 Q4	$434K	Hold	994	–	–	0.12%	105
2021 Q3	$392K	Buy	+994	New	+$403K	0.11%	107
2020 Q4	–	Sell	-521	Closed	-$160K	–	838
2020 Q3	$160K	Buy	+521	New	+$159K	0.05%	171
2020 Q1	–	Sell	-3,201	Closed	-$758K	–	925
2019 Q4	$758K	Buy	+3,201	New	+$905K	0.11%	126

Other funds holding VOO

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

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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

tru Independence's VOO Position: Q3 2026 in Review

tru Independence reduced its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q3 2026, selling an estimated $14K and leaving 865 shares worth $607K. The position accounts for 0.26% of the portfolio, ranked #43.

tru Independence first reported a position in VOO in Q4 2019 and has held it in 23 quarters since. The position peaked at $758K in Q4 2019. 1,231 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

tru Independence held 865 shares of Vanguard S&P 500 ETF worth $607K as of Q3 2026.
tru Independence sold 20 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $14K.
Vanguard S&P 500 ETF made up 0.26% of tru Independence's portfolio in Q3 2026, its #43 holding.
tru Independence first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 23 quarters since.
tru Independence's Vanguard S&P 500 ETF position peaked at $758K in Q4 2019.
1,231 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.