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

Wiser Wealth Management’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	$171M	Buy	244,429 +2,477	+1%	+$1.73M	31.13%	1
2026 Q2	$166M	Sell	241,952 -2,155	-0.9%	-$1.44M	31.79%	1
2026 Q1	$146M	Buy	244,107 +11,012	+5%	+$6.89M	31.45%	1
2025 Q4	$146M	Buy	233,095 +1,260	+0.5%	+$783K	32.5%	1
2025 Q3	$142M	Sell	231,835 -562	-0.2%	-$331K	32.46%	1
2025 Q2	$132M	Buy	232,397 +11,645	+5%	+$6.12M	33.06%	1
2025 Q1	$113M	Buy	220,752 +219	+0.1%	+$118K	31.83%	1
2024 Q4	$119M	Buy	220,533 +649	+0.3%	+$352K	33.35%	1
2024 Q3	$116M	Sell	219,884 -2,054	-0.9%	-$1.04M	33.26%	1
2024 Q2	$111M	Buy	221,938 +4,710	+2%	+$2.27M	34.37%	1
2024 Q1	$104M	Buy	217,228 +8,735	+4%	+$4M	34.26%	1
2023 Q4	$89.5M	Buy	208,493 +37,123	+22%	+$15.2M	32.63%	1
2023 Q3	$67.3M	Buy	171,370 +4,913	+3%	+$2.01M	27.36%	1
2023 Q2	$67.8M	Buy	166,457 +3,179	+2%	+$1.23M	27.22%	1
2023 Q1	$61.4M	Buy	163,278 +6,619	+4%	+$2.43M	26.23%	1
2022 Q4	$55M	Buy	156,659 +9,268	+6%	+$3.27M	25.43%	1
2022 Q3	$48.4M	Buy	147,391 +8,291	+6%	+$3.03M	25.29%	1
2022 Q2	$48.3M	Buy	+139,100	New	+$52.4M	25%	1

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Wiser Wealth Management's VOO Position: Q3 2026 in Review

Wiser Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1% in Q3 2026, buying an estimated $1.73M and bringing the position to 244,429 shares worth $171M. The position accounts for 31.13% of the portfolio, ranked #1.

Wiser Wealth Management first reported a position in VOO in Q2 2022 and has held it in 18 quarters since. 955 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Wiser Wealth Management held 244,429 shares of Vanguard S&P 500 ETF worth $171M as of Q3 2026.
Wiser Wealth Management bought 2,477 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.73M.
Vanguard S&P 500 ETF made up 31.13% of Wiser Wealth Management's portfolio in Q3 2026, its #1 holding.
Wiser Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 18 quarters since.
955 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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