World Equity Group
VOO icon

World Equity Group’s Vanguard S&P 500 ETF VOO Stock Holding History

World Equity 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 		$1.63M Sell
2,330
-4,867
-68% -$3.4M 0.67% 31
2026
Q2 		$4.94M Sell
7,197
-123
-2% -$82K 1.11% 14
2026
Q1 		$4.38M Buy
7,320
+38
+0.5% +$23.8K 1.13% 15
2025
Q4 		$4.57M Buy
7,282
+437
+6% +$272K 1.27% 13
2025
Q3 		$4.19M Buy
6,845
+104
+2% +$61.3K 0.95% 19
2025
Q2 		$3.83M Buy
6,741
+1,256
+23% +$660K 1.04% 18
2025
Q1 		$2.82M Sell
5,485
-5,803
-51% -$3.14M 0.81% 26
2024
Q4 		$6.08M Buy
11,288
+6,129
+119% +$3.32M 1.3% 12
2024
Q3 		$2.72M Sell
5,159
-2,612
-34% -$1.33M 0.98% 20
2024
Q2 		$3.89M Sell
7,771
-7,851
-50% -$3.78M 1.16% 19
2024
Q1 		$7.51M Sell
15,622
-1,734
-10% -$794K 1.54% 11
2023
Q4 		$7.58M Buy
17,356
+1,236
+8% +$506K 1.52% 8
2023
Q3 		$6.33M Buy
16,120
+8,274
+105% +$3.38M 1.32% 9
2023
Q2 		$3.2M Sell
7,846
-10,070
-56% -$3.88M 0.94% 16
2023
Q1 		$1.37M Buy
17,916
+6,108
+52% +$2.24M 0.2% 126
2022
Q4 		$4.15M Sell
11,808
-60
-0.5% -$21.2K 0.98% 23
2022
Q3 		$3.9M Sell
11,868
-105
-0.9% -$38.4K 0.99% 21
2022
Q2 		$4.15M Buy
11,973
+795
+7% +$299K 1.04% 15
2022
Q1 		$4.64M Buy
+11,178
New +$4.58M 1% 17

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
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

World Equity Group's VOO Position: Q3 2026 in Review

World Equity Group reduced its Vanguard S&P 500 ETF (VOO) stake by 68% in Q3 2026, selling an estimated $3.4M and leaving 2,330 shares worth $1.63M. The position accounts for 0.67% of the portfolio, ranked #31.

World Equity Group first reported a position in VOO in Q1 2022 and has held it in 19 quarters since. The position peaked at $7.58M in Q4 2023. 1,279 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • World Equity Group held 2,330 shares of Vanguard S&P 500 ETF worth $1.63M as of Q3 2026.
  • World Equity Group sold 4,867 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $3.4M.
  • Vanguard S&P 500 ETF made up 0.67% of World Equity Group's portfolio in Q3 2026, its #31 holding.
  • World Equity Group first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's Vanguard S&P 500 ETF position peaked at $7.58M in Q4 2023.
  • 1,279 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.