Whelan Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Whelan Financial’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	$1.09M	Buy	1,554 +283	+22%	+$198K	0.28%	39
2026 Q2	$873K	Buy	1,271 +281	+28%	+$187K	0.24%	41
2026 Q1	$592K	Buy	990 +24	+2%	+$15K	0.18%	46
2025 Q4	$606K	Sell	966 -75	-7%	-$46.6K	0.19%	43
2025 Q3	$638K	Sell	1,041 -200	-16%	-$118K	0.2%	42
2025 Q2	$705K	Buy	1,241 +541	+77%	+$284K	0.25%	34
2025 Q1	$360K	Sell	700 -98	-12%	-$53K	0.14%	47
2024 Q4	$430K	Buy	798 +9	+1%	+$4.88K	0.17%	33
2024 Q3	$416K	Sell	789 -41	-5%	-$20.8K	0.17%	32
2024 Q2	$415K	Sell	830 -99	-11%	-$47.6K	0.19%	31
2024 Q1	$447K	Buy	929 +60	+7%	+$27.5K	0.2%	28
2023 Q4	$380K	Buy	869 +332	+62%	+$136K	0.18%	28
2023 Q3	$211K	Buy	+537	New	+$220K	0.11%	33

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Whelan Financial's VOO Position: Q3 2026 in Review

Whelan Financial increased its Vanguard S&P 500 ETF (VOO) stake by 22% in Q3 2026, buying an estimated $198K and bringing the position to 1,554 shares worth $1.09M. The position accounts for 0.28% of the portfolio, ranked #39.

Whelan Financial first reported a position in VOO in Q3 2023 and has held it in 13 quarters since. 2,713 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Whelan Financial held 1,554 shares of Vanguard S&P 500 ETF worth $1.09M as of Q3 2026.
Whelan Financial bought 283 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $198K.
Vanguard S&P 500 ETF made up 0.28% of Whelan Financial's portfolio in Q3 2026, its #39 holding.
Whelan Financial first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 13 quarters since.
2,713 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.