VERITY Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

VERITY Wealth 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	$1.39M	Hold	1,985	–	–	0.83%	20
2026 Q2	$1.36M	Hold	1,985	–	–	0.82%	19
2026 Q1	$1.19M	Hold	1,985	–	–	0.79%	19
2025 Q4	$1.24M	Hold	1,985	–	–	0.77%	21
2025 Q3	$1.22M	Hold	1,985	–	–	0.77%	21
2025 Q2	$1.13M	Hold	1,985	–	–	0.76%	23
2025 Q1	$1.02M	Hold	1,985	–	–	0.76%	28
2024 Q4	$1.07M	Hold	1,985	–	–	0.77%	25
2024 Q3	$1.05M	Hold	1,985	–	–	0.74%	30
2024 Q2	$993K	Hold	1,985	–	–	0.74%	29
2024 Q1	$954K	Buy	1,985 +615	+45%	+$281K	0.73%	29
2023 Q4	$598K	Hold	1,370	–	–	0.51%	39
2023 Q3	$538K	Hold	1,370	–	–	0.51%	37
2023 Q2	$558K	Hold	1,370	–	–	0.5%	37
2023 Q1	$515K	Hold	1,370	–	–	0.48%	42
2022 Q4	$481K	Hold	1,370	–	–	0.47%	45
2022 Q3	$450K	Hold	1,370	–	–	0.46%	45
2022 Q2	$475K	Buy	+1,370	New	+$516K	0.46%	41

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

VERITY Wealth Advisors's VOO Position: Q3 2026 in Review

VERITY Wealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 1,985 shares worth $1.39M. The position accounts for 0.83% of the portfolio, ranked #20.

VERITY Wealth Advisors first reported a position in VOO in Q2 2022 and has held it in 18 quarters since. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

VERITY Wealth Advisors held 1,985 shares of Vanguard S&P 500 ETF worth $1.39M as of Q3 2026.
VERITY Wealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
Vanguard S&P 500 ETF made up 0.83% of VERITY Wealth Advisors's portfolio in Q3 2026, its #20 holding.
VERITY Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 18 quarters since.
3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on VERITY Wealth Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.