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

Winnow Wealth’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	$757K	Sell	1,081 -566	-34%	-$395K	0.5%	73
2026 Q2	$1.13M	Buy	1,647 +730	+80%	+$487K	0.77%	31
2026 Q1	$548K	Buy	917 +654	+249%	+$409K	0.42%	76
2025 Q4	$165K	Buy	+263	New	+$163K	0.12%	112
2025 Q3	–	Sell	-555	Closed	-$315K	–	659
2025 Q2	$315K	Buy	+555	New	+$292K	0.23%	45

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

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

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Winnow Wealth's VOO Position: Q3 2026 in Review

Winnow Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 34% in Q3 2026, selling an estimated $395K and leaving 1,081 shares worth $757K. The position accounts for 0.5% of the portfolio, ranked #73.

Winnow Wealth first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q2 2026. 1,350 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Winnow Wealth held 1,081 shares of Vanguard S&P 500 ETF worth $757K as of Q3 2026.
Winnow Wealth sold 566 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $395K.
Vanguard S&P 500 ETF made up 0.5% of Winnow Wealth's portfolio in Q3 2026, its #73 holding.
Winnow Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Winnow Wealth's Vanguard S&P 500 ETF position peaked at $1.13M in Q2 2026.
1,350 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.