VisionPoint Advisory Group
VOO icon

VisionPoint Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

VisionPoint Advisory Group’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 		$12.1M Sell
17,193
-146
-0.8% -$102K 1.89% 5
2026
Q2 		$11.9M Sell
17,339
-194
-1% -$129K 1.94% 5
2026
Q1 		$10.5M Buy
17,533
+881
+5% +$551K 1.97% 5
2025
Q4 		$10.4M Buy
16,652
+1,102
+7% +$685K 2.03% 6
2025
Q3 		$9.5M Sell
15,550
-186
-1% -$110K 1.9% 7
2025
Q2 		$8.94M Buy
15,736
+6,162
+64% +$3.24M 1.94% 5
2025
Q1 		$4.92M Buy
9,574
+8,237
+616% +$4.45M 1.69% 11
2024
Q4 		$719K Buy
1,337
+47
+4% +$25.5K 0.25% 97
2024
Q3 		$681K Buy
1,290
+83
+7% +$42.2K 0.23% 99
2024
Q2 		$604K Sell
1,207
-144
-11% -$69.3K 0.21% 97
2024
Q1 		$650K Buy
1,351
+311
+30% +$142K 0.23% 101
2023
Q4 		$454K Buy
1,040
+677
+187% +$277K 0.17% 102
2023
Q3 		$143K Buy
363
+63
+21% +$25.8K 0.06% 163
2023
Q2 		$122K Buy
+300
New +$116K 0.05% 158

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
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
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

VisionPoint Advisory Group's VOO Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.84% in Q3 2026, selling an estimated $102K and leaving 17,193 shares worth $12.1M. The position accounts for 1.89% of the portfolio, ranked #5.

VisionPoint Advisory Group first reported a position in VOO in Q2 2023 and has held it in 14 quarters since. 940 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • VisionPoint Advisory Group held 17,193 shares of Vanguard S&P 500 ETF worth $12.1M as of Q3 2026.
  • VisionPoint Advisory Group sold 146 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $102K.
  • Vanguard S&P 500 ETF made up 1.89% of VisionPoint Advisory Group's portfolio in Q3 2026, its #5 holding.
  • VisionPoint Advisory Group first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 14 quarters since.
  • 940 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.