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Valeo Financial Advisors, LLC → VOO

Valeo Financial Advisors, LLC VOO Position History

Vanguard S&P 500 ETF

Quarters held
5
Latest value
$86.4M
Q3 2026
Peak value
$86.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$67.2M
Q4 2025$66.9M
Q1 2026$69M
Q2 2026$83.6M
Q3 2026$86.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$86.4M123.3K——
Q2 2026$83.6M121.7K——
Q1 2026$69M115.4K——
Q4 2025$66.9M106.6K——
Q3 2025$67.2M109.8K——

Other funds holding VOO

Other Valeo Financial Advisors, LLC positions

SPY

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$635.2M
SPY

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$626.7M
SPY

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$599.9M
ETHA

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$281.5M
ETHA

ISHARES S&P SMALLCAP 600 ETF

$271.1M
ETHA

ISHARES S&P SMALLCAP 600 ETF

$253.2M