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

Wealth Quarterback’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	$255K	Sell	363 -91	-20%	-$63.6K	0.08%	155
2026 Q2	$312K	Buy	+454	New	+$303K	0.1%	134
2021 Q3	$16K	Buy	41 +10	+32%	+$4.06K	0.01%	396
2021 Q2	$13K	Buy	+31	New	+$11.9K	0.01%	422
2020 Q2	–	Sell	-242	Closed	-$57.2K	–	765
2020 Q1	$57.2K	Buy	242 +239	+7,967%	+$67K	0.05%	206
2019 Q4	$846	Buy	+3	New	+$849	﹤0.01%	867

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 Quarterback's VOO Position: Q3 2026 in Review

Wealth Quarterback reduced its Vanguard S&P 500 ETF (VOO) stake by 20% in Q3 2026, selling an estimated $63.6K and leaving 363 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #155.

Wealth Quarterback first reported a position in VOO in Q4 2019 and has held it in 6 quarters since. The position peaked at $312K in Q2 2026. 1,496 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Wealth Quarterback held 363 shares of Vanguard S&P 500 ETF worth $255K as of Q3 2026.
Wealth Quarterback sold 91 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $63.6K.
Vanguard S&P 500 ETF made up 0.08% of Wealth Quarterback's portfolio in Q3 2026, its #155 holding.
Wealth Quarterback first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 6 quarters since.
Wealth Quarterback's Vanguard S&P 500 ETF position peaked at $312K in Q2 2026.
1,496 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.