James T. Borello RIA’s Vanguard S&P 500 ETF VOO Stock Holding History

James T. Borello RIA’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	$173K	Hold	247	–	–	0.04%	122
2026 Q2	$169K	Sell	247 -61	-20%	-$40.7K	0.04%	125
2026 Q1	$184K	Buy	308 +145	+89%	+$90.7K	0.05%	112
2025 Q4	$102K	Hold	163	–	–	0.03%	133
2025 Q3	$99.7K	Hold	163	–	–	0.03%	127
2025 Q2	$92.5K	Buy	163 +25	+18%	+$13.1K	0.03%	123
2025 Q1	$70.9K	Hold	138	–	–	0.02%	119
2024 Q4	$74.4K	Hold	138	–	–	0.03%	104
2024 Q3	$72.8K	Hold	138	–	–	0.03%	94
2024 Q2	$69K	Hold	138	–	–	0.03%	92
2024 Q1	$66.3K	Hold	138	–	–	0.03%	90
2023 Q4	$60.3K	Buy	+138	New	+$56.5K	0.05%	67

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

AIM

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

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

SGCA

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

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

James T. Borello RIA's VOO Position: Q3 2026 in Review

James T. Borello RIA held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 247 shares worth $173K. The position accounts for 0.04% of the portfolio, ranked #122.

James T. Borello RIA first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. The position peaked at $184K in Q1 2026. 775 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

James T. Borello RIA held 247 shares of Vanguard S&P 500 ETF worth $173K as of Q3 2026.
James T. Borello RIA left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
Vanguard S&P 500 ETF made up 0.04% of James T. Borello RIA's portfolio in Q3 2026, its #122 holding.
James T. Borello RIA first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's Vanguard S&P 500 ETF position peaked at $184K in Q1 2026.
775 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.