Weaver Consulting Group
VOO icon

Weaver Consulting Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Weaver Consulting 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 		$3.13M Sell
4,471
-308
-6% -$215K 0.61% 42
2026
Q2 		$3.28M Buy
4,779
+161
+3% +$107K 0.67% 39
2026
Q1 		$2.76M Sell
4,618
-665
-13% -$416K 0.66% 41
2025
Q4 		$3.31M Sell
5,283
-81
-2% -$50.3K 0.81% 35
2025
Q3 		$3.28M Sell
5,364
-5
-0.1% -$2.95K 0.84% 33
2025
Q2 		$3.05M Buy
5,369
+2
+0% +$1.05K 0.84% 33
2025
Q1 		$2.76M Buy
5,367
+55
+1% +$29.7K 0.83% 32
2024
Q4 		$2.86M Buy
5,312
+830
+19% +$450K 0.88% 29
2024
Q3 		$2.37M Buy
4,482
+275
+7% +$140K 0.75% 36
2024
Q2 		$2.1M Sell
4,207
-254
-6% -$122K 0.73% 35
2024
Q1 		$2.14M Buy
4,461
+4
+0.1% +$1.83K 0.79% 33
2023
Q4 		$1.95M Sell
4,457
-80
-2% -$32.8K 0.79% 34
2023
Q3 		$1.78M Buy
4,537
+167
+4% +$68.3K 0.8% 31
2023
Q2 		$1.78M Sell
4,370
-45
-1% -$17.4K 0.79% 34
2023
Q1 		$1.66M Buy
4,415
+37
+0.8% +$13.6K 0.76% 33
2022
Q4 		$1.54M Sell
4,378
-249
-5% -$88K 0.78% 29
2022
Q3 		$1.52M Sell
4,627
-22
-0.5% -$8.04K 0.87% 29
2022
Q2 		$1.61M Sell
4,649
-321
-6% -$121K 0.9% 28
2022
Q1 		$2.06M Buy
4,970
+85
+2% +$34.8K 1% 27
2021
Q4 		$2.13M Buy
4,885
+25
+0.5% +$10.6K 1.03% 24
2021
Q3 		$1.92M Sell
4,860
-69
-1% -$28K 1.04% 26
2021
Q2 		$1.94M Buy
4,929
+101
+2% +$38.8K 1.09% 25
2021
Q1 		$1.76M Sell
4,828
-110
-2% -$39K 1.08% 25
2020
Q4 		$1.7M Sell
4,938
-46
-0.9% -$15K 1.06% 24
2020
Q3 		$1.53M Buy
4,984
+175
+4% +$53.3K 0.88% 23
2020
Q2 		$1.36M Sell
4,809
-184
-4% -$49.5K 0.79% 27
2020
Q1 		$1.18M Sell
4,993
-356
-7% -$100K 0.77% 25
2019
Q4 		$1.46M Buy
5,349
+134
+3% +$37.9K 0.78% 30
2019
Q3 		$1.44M Hold
5,215
– – 0.76% 32
2019
Q2 		$1.4M Buy
5,215
+178
+4% +$47.1K 0.77% 30
2019
Q1 		$1.34M Buy
+5,037
New +$1.26M 0.38% 49

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 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

Weaver Consulting Group's VOO Position: Q3 2026 in Review

Weaver Consulting Group reduced its Vanguard S&P 500 ETF (VOO) stake by 6.4% in Q3 2026, selling an estimated $215K and leaving 4,471 shares worth $3.13M. The position accounts for 0.61% of the portfolio, ranked #42.

Weaver Consulting Group first reported a position in VOO in Q1 2019 and has held it in 31 quarters since. The position peaked at $3.31M in Q4 2025. 1,231 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Weaver Consulting Group held 4,471 shares of Vanguard S&P 500 ETF worth $3.13M as of Q3 2026.
  • Weaver Consulting Group sold 308 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $215K.
  • Vanguard S&P 500 ETF made up 0.61% of Weaver Consulting Group's portfolio in Q3 2026, its #42 holding.
  • Weaver Consulting Group first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 31 quarters since.
  • Weaver Consulting Group's Vanguard S&P 500 ETF position peaked at $3.31M in Q4 2025.
  • 1,231 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.