Exeter Financial
VOO icon

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
Q3 		$1.51M Sell
2,154
-14
-0.6% -$9.8K 0.57% 52
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% +$9.8K 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Exeter Financial's VOO Position: Q3 2026 in Review

Exeter Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 0.65% in Q3 2026, selling an estimated $9.8K and leaving 2,154 shares worth $1.51M. The position accounts for 0.57% of the portfolio, ranked #52.

Exeter Financial first reported a position in VOO in Q4 2020 and has held it in 24 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Exeter Financial held 2,154 shares of Vanguard S&P 500 ETF worth $1.51M as of Q3 2026.
  • Exeter Financial sold 14 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $9.8K.
  • Vanguard S&P 500 ETF made up 0.57% of Exeter Financial's portfolio in Q3 2026, its #52 holding.
  • Exeter Financial first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Exeter Financial's 13F filing for Q3 2026, filed 8 Oct 2026.