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Exeter Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Exeter Financial’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 		$1.49M Hold
2,168
– – 0.57% 51
2026
Q1 		$1.3M Hold
2,168
– – 0.53% 56
2025
Q4 		$1.36M Sell
2,168
-95
-4% -$59K 0.58% 51
2025
Q3 		$1.39M Hold
2,263
– – 0.6% 52
2025
Q2 		$1.29M Buy
2,263
+39
+2% +$20.5K 0.57% 55
2025
Q1 		$1.14M Hold
2,224
– – 0.51% 60
2024
Q4 		$1.2M Hold
2,224
– – 0.55% 55
2024
Q3 		$1.17M Buy
2,224
+1
+0% +$508 0.52% 58
2024
Q2 		$1.11M Hold
2,223
– – 0.53% 57
2024
Q1 		$1.05M Buy
2,223
+1
+0% +$458 0.48% 60
2023
Q4 		$967K Hold
2,222
– – 0.47% 59
2023
Q3 		$873K Buy
2,222
+24
+1% +$9.81K 0.46% 60
2023
Q2 		$894K Buy
2,198
+10
+0.5% +$3.86K 0.46% 60
2023
Q1 		$823K Buy
2,188
+463
+27% +$170K 0.41% 64
2022
Q4 		$606K Sell
1,725
-923
-35% -$326K 0.32% 66
2022
Q3 		$869K Sell
2,648
-51
-2% -$18.6K 0.5% 60
2022
Q2 		$936K Sell
2,699
-128
-5% -$48.2K 0.52% 60
2022
Q1 		$1.17M Buy
2,827
+491
+21% +$201K 0.64% 53
2021
Q4 		$1M Buy
2,336
+719
+44% +$304K 0.55% 57
2021
Q3 		$638K Buy
1,617
+331
+26% +$134K 0.38% 61
2021
Q2 		$513K Buy
1,286
+14
+1% +$5.37K 0.3% 64
2021
Q1 		$463K Buy
1,272
+574
+82% +$204K 0.29% 65
2020
Q4 		$240K Buy
+698
New +$228K 0.17% 75

Other funds holding VOO

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Exeter Financial's VOO Position: Q2 2026 in Review

Exeter Financial held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 2,168 shares worth $1.49M. The position accounts for 0.57% of the portfolio, ranked #51.

Exeter Financial first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 785 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Exeter Financial held 2,168 shares of Vanguard S&P 500 ETF worth $1.49M as of Q2 2026.
  • Exeter Financial left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.57% of Exeter Financial's portfolio in Q2 2026, its #51 holding.
  • Exeter Financial first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 785 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.