Exchange Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

Exchange Bank’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	$677K	Sell	985 -5	-0.5%	-$3.33K	0.42%	67
2026 Q1	$592K	Hold	990	–	–	0.41%	72
2025 Q4	$621K	Buy	990 +26	+3%	+$16.2K	0.43%	69
2025 Q3	$590K	Hold	964	–	–	0.41%	71
2025 Q2	$548K	Hold	964	–	–	0.43%	69
2025 Q1	$495K	Sell	964 -24	-2%	-$13K	0.4%	73
2024 Q4	$532K	Buy	988 +230	+30%	+$125K	0.43%	65
2024 Q3	$400K	Hold	758	–	–	0.33%	78
2024 Q2	$379K	Hold	758	–	–	0.32%	76
2024 Q1	$364K	Sell	758 -59	-7%	-$27K	0.3%	77
2023 Q4	$357K	Buy	+817	New	+$334K	0.31%	78

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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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 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

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Exchange Bank's VOO Position: Q2 2026 in Review

Exchange Bank reduced its Vanguard S&P 500 ETF (VOO) stake by 0.51% in Q2 2026, selling an estimated $3.33K and leaving 985 shares worth $677K. The position accounts for 0.42% of the portfolio, ranked #67.

Exchange Bank first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Exchange Bank held 985 shares of Vanguard S&P 500 ETF worth $677K as of Q2 2026.
Exchange Bank sold 5 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33K.
Vanguard S&P 500 ETF made up 0.42% of Exchange Bank's portfolio in Q2 2026, its #67 holding.
Exchange Bank first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.