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Elwood & Goetz Wealth Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Elwood & Goetz Wealth Advisory 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
Q2 		$103M Buy
149,633
+11,767
+9% +$7.84M 15.2% 2
2026
Q1 		$82.4M Buy
137,866
+2,240
+2% +$1.4M 13.98% 2
2025
Q4 		$85.1M Sell
135,626
-324
-0.2% -$201K 14.95% 2
2025
Q3 		$83.3M Buy
135,950
+4,303
+3% +$2.54M 15.98% 1
2025
Q2 		$74.8M Buy
131,647
+208
+0.2% +$109K 16.16% 1
2025
Q1 		$67.5M Sell
131,439
-499
-0.4% -$270K 16.5% 1
2024
Q4 		$71.1M Buy
131,938
+4,620
+4% +$2.5M 17.34% 1
2024
Q3 		$67.2M Buy
127,318
+3,021
+2% +$1.54M 16.63% 1
2024
Q2 		$62.2M Sell
124,297
-2,740
-2% -$1.32M 17.65% 1
2024
Q1 		$61.1M Buy
127,037
+843
+0.7% +$386K 14.82% 1
2023
Q4 		$55.1M Sell
126,194
-4,071
-3% -$1.67M 11.65% 1
2023
Q3 		$51.2M Sell
130,265
-4,794
-4% -$1.96M 11.86% 1
2023
Q2 		$55M Buy
135,059
+1,452
+1% +$560K 12.54% 1
2023
Q1 		$50.2M Buy
133,607
+98,860
+285% +$36.3M 11.99% 1
2022
Q4 		$12.2M Buy
34,747
+3,784
+12% +$1.34M 3.72% 9
2022
Q3 		$10.2M Buy
30,963
+1,788
+6% +$653K 3.43% 9
2022
Q2 		$10.1M Buy
29,175
+12,224
+72% +$4.61M 3.38% 10
2022
Q1 		$7.04M Buy
16,951
+5,198
+44% +$2.13M 2.18% 14
2021
Q4 		$5.13M Buy
11,753
+1,224
+12% +$517K 1.6% 14
2021
Q3 		$4.15M Buy
10,529
+136
+1% +$55.2K 1.43% 14
2021
Q2 		$4.09M Buy
10,393
+384
+4% +$147K 1.54% 12
2021
Q1 		$3.65M Buy
10,009
+1,822
+22% +$646K 1.51% 12
2020
Q4 		$2.81M Buy
8,187
+903
+12% +$294K 1.29% 13
2020
Q3 		$2.24M Buy
+7,284
New +$2.22M 1.21% 14

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's VOO Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 8.5% in Q2 2026, buying an estimated $7.84M and bringing the position to 149,633 shares worth $103M. The position accounts for 15.2% of the portfolio, ranked #2.

Elwood & Goetz Wealth Advisory Group first reported a position in VOO in Q3 2020 and has held it in 24 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 149,633 shares of Vanguard S&P 500 ETF worth $103M as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 11,767 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.84M.
  • Vanguard S&P 500 ETF made up 15.2% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #2 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.