CTA
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Chesley Taft & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Chesley Taft & Associates’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
Q2 		$2.61M Hold
3,799
– – 0.1% 140
2026
Q1 		$2.27M Sell
3,799
-227
-6% -$142K 0.09% 146
2025
Q4 		$2.52M Buy
4,026
+402
+11% +$250K 0.1% 136
2025
Q3 		$2.22M Buy
3,624
+143
+4% +$84.3K 0.09% 145
2025
Q2 		$1.98M Buy
3,481
+492
+16% +$259K 0.09% 151
2025
Q1 		$1.54M Sell
2,989
-127
-4% -$68.7K 0.07% 165
2024
Q4 		$1.68M Buy
3,116
+126
+4% +$68.2K 0.08% 158
2024
Q3 		$1.58M Sell
2,990
-17
-0.6% -$8.64K 0.08% 158
2024
Q2 		$1.5M Buy
3,007
+206
+7% +$99.1K 0.08% 157
2024
Q1 		$1.35M Sell
2,801
-192
-6% -$87.9K 0.07% 167
2023
Q4 		$1.31M Sell
2,993
-199
-6% -$81.5K 0.07% 161
2023
Q3 		$1.25M Buy
3,192
+176
+6% +$72K 0.08% 156
2023
Q2 		$1.23M Hold
3,016
– – 0.08% 165
2023
Q1 		$1.13M Sell
3,016
-88
-3% -$32.3K 0.07% 165
2022
Q4 		$1.09M Buy
3,104
+350
+13% +$124K 0.08% 161
2022
Q3 		$904K Buy
2,754
+410
+17% +$150K 0.07% 171
2022
Q2 		$813K Buy
2,344
+1
+0% +$377 0.06% 184
2022
Q1 		$944K Buy
2,343
+969
+71% +$397K 0.06% 185
2021
Q4 		$600K Buy
1,374
+25
+2% +$10.6K 0.03% 217
2021
Q3 		$532K Hold
1,349
– – 0.03% 225
2021
Q2 		$531K Sell
1,349
-7
-0.5% -$2.69K 0.03% 228
2021
Q1 		$506K Buy
1,356
+65
+5% +$23.1K 0.03% 222
2020
Q4 		$444K Sell
1,291
-88
-6% -$28.7K 0.03% 225
2020
Q3 		$424K Hold
1,379
– – 0.03% 210
2020
Q2 		$391K Buy
+1,379
New +$371K 0.03% 203
2018
Q1 		– Sell
-8,276
Closed -$2.03M – 284
2017
Q4 		$2.03M Sell
8,276
-87
-1% -$20.8K 0.17% 119
2017
Q3 		$1.93M Buy
8,363
+422
+5% +$95.6K 0.17% 124
2017
Q2 		$1.76M Buy
7,941
+424
+6% +$93.3K 0.16% 128
2017
Q1 		$1.63M Buy
7,517
+2,529
+51% +$540K 0.15% 129
2016
Q4 		$1.02M Buy
+4,988
New +$1M 0.1% 162

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Chesley Taft & Associates's VOO Position: Q2 2026 in Review

Chesley Taft & Associates held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 3,799 shares worth $2.61M. The position accounts for 0.1% of the portfolio, ranked #140.

Chesley Taft & Associates first reported a position in VOO in Q4 2016 and has held it in 30 quarters since. 1,135 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Chesley Taft & Associates held 3,799 shares of Vanguard S&P 500 ETF worth $2.61M as of Q2 2026.
  • Chesley Taft & Associates left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.1% of Chesley Taft & Associates's portfolio in Q2 2026, its #140 holding.
  • Chesley Taft & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 30 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.