True Wealth Design’s Vanguard S&P 500 ETF VOO Stock Holding History

True Wealth Design’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	$104K	Hold	149	–	–	0.02%	267
2026 Q2	$102K	Sell	149 -20	-12%	-$13.3K	0.02%	254
2026 Q1	$101K	Buy	169 +131	+345%	+$81.9K	0.03%	215
2025 Q4	$23.8K	Sell	38 -45	-54%	-$28K	0.01%	545
2025 Q3	$50.8K	Buy	83 +74	+822%	+$43.6K	0.02%	307
2025 Q2	$5.11K	Hold	9	–	–	﹤0.01%	795
2025 Q1	$4.63K	Buy	+9	New	+$4.87K	﹤0.01%	712
2023 Q2	–	Sell	-58	Closed	-$21.8K	–	871
2023 Q1	$21.8K	Buy	+58	New	+$21.3K	0.01%	197

Other funds holding VOO

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

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

AIM

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

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

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

True Wealth Design's VOO Position: Q3 2026 in Review

True Wealth Design held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 149 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #267.

True Wealth Design first reported a position in VOO in Q1 2023 and has held it in 8 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

True Wealth Design held 149 shares of Vanguard S&P 500 ETF worth $104K as of Q3 2026.
True Wealth Design left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
Vanguard S&P 500 ETF made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #267 holding.
True Wealth Design first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 8 quarters since.
799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.