Verus Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Verus Wealth 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	$18M	Buy	25,689 +3,003	+13%	+$2.1M	11.34%	1
2026 Q2	$15.6M	Buy	22,686 +1,277	+6%	+$851K	12.84%	1
2026 Q1	$12.8M	Buy	21,409 +428	+2%	+$268K	11.88%	2
2025 Q4	$13.2M	Buy	20,981 +1,175	+6%	+$730K	12.26%	1
2025 Q3	$12.1M	Buy	19,806 +329	+2%	+$194K	11.32%	2
2025 Q2	$11.1M	Buy	19,477 +93	+0.5%	+$48.9K	11.13%	2
2025 Q1	$10M	Buy	19,384 +1,702	+10%	+$920K	10.92%	2
2024 Q4	$9.5M	Buy	+17,682	New	+$9.6M	10.69%	2

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

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 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

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

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

Verus Wealth Management's VOO Position: Q3 2026 in Review

Verus Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q3 2026, buying an estimated $2.1M and bringing the position to 25,689 shares worth $18M. The position accounts for 11.34% of the portfolio, ranked #1.

Verus Wealth Management first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Verus Wealth Management held 25,689 shares of Vanguard S&P 500 ETF worth $18M as of Q3 2026.
Verus Wealth Management bought 3,003 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $2.1M.
Vanguard S&P 500 ETF made up 11.34% of Verus Wealth Management's portfolio in Q3 2026, its #1 holding.
Verus Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Verus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.