Wealth Forward LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Wealth Forward LLC’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	$1.01M	Hold	1,437	–	–	0.46%	29
2026 Q2	$987K	Hold	1,437	–	–	0.49%	21
2026 Q1	$859K	Hold	1,437	–	–	0.48%	21
2025 Q4	$901K	Hold	1,437	–	–	0.51%	21
2025 Q3	$880K	Hold	1,437	–	–	0.51%	21
2025 Q2	$816K	Hold	1,437	–	–	0.55%	18
2025 Q1	$738K	Hold	1,437	–	–	0.53%	18
2024 Q4	$774K	Hold	1,437	–	–	0.55%	18
2024 Q3	$758K	Hold	1,437	–	–	0.53%	18
2024 Q2	$719K	Hold	1,437	–	–	0.56%	18
2024 Q1	$691K	Hold	1,437	–	–	0.54%	18
2023 Q4	$628K	Buy	+1,437	New	+$588K	0.53%	19

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

Wealth Forward LLC's VOO Position: Q3 2026 in Review

Wealth Forward LLC held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 1,437 shares worth $1.01M. The position accounts for 0.46% of the portfolio, ranked #29.

Wealth Forward LLC first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. 1,573 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Wealth Forward LLC held 1,437 shares of Vanguard S&P 500 ETF worth $1.01M as of Q3 2026.
Wealth Forward LLC left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
Vanguard S&P 500 ETF made up 0.46% of Wealth Forward LLC's portfolio in Q3 2026, its #29 holding.
Wealth Forward LLC first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
1,573 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.