Unified Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Unified Investment Management’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	$286K	Buy	+408	New	+$285K	0.25%	111

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

Unified Investment Management's VOO Position: Q3 2026 in Review

Unified Investment Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 408 shares worth $286K. The stake represents 0.25% of the portfolio and ranks #111 among its holdings.

799 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Unified Investment Management held 408 shares of Vanguard S&P 500 ETF worth $286K as of Q3 2026.
Vanguard S&P 500 ETF was a new Unified Investment Management position in Q3 2026.
Vanguard S&P 500 ETF made up 0.25% of Unified Investment Management's portfolio in Q3 2026, its #111 holding.
799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.