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Goelzer Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Goelzer Investment Management’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 Buy
2,174
+37
+2% +$24.7K 0.07% 151
2026
Q1 		$1.28M Buy
2,137
+310
+17% +$194K 0.06% 154
2025
Q4 		$1.15M Buy
1,827
+143
+8% +$88.9K 0.05% 153
2025
Q3 		$1.03M Sell
1,684
-297
-15% -$175K 0.05% 150
2025
Q2 		$1.13M Buy
1,981
+256
+15% +$135K 0.06% 144
2025
Q1 		$887K Buy
1,725
+362
+27% +$196K 0.05% 151
2024
Q4 		$734K Buy
1,363
+381
+39% +$206K 0.04% 155
2024
Q3 		$518K Sell
982
-1
-0.1% -$508 0.03% 175
2024
Q2 		$492K Hold
983
– – 0.03% 176
2024
Q1 		$472K Buy
983
+5
+0.5% +$2.29K 0.03% 187
2023
Q4 		$427K Sell
978
-13
-1% -$5.32K 0.03% 190
2023
Q3 		$389K Buy
+991
New +$405K 0.03% 187

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
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

Goelzer Investment Management's VOO Position: Q2 2026 in Review

Goelzer Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, buying an estimated $24.7K and bringing the position to 2,174 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #151.

Goelzer Investment Management first reported a position in VOO in Q3 2023 and has held it in 12 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Goelzer Investment Management held 2,174 shares of Vanguard S&P 500 ETF worth $1.49M as of Q2 2026.
  • Goelzer Investment Management bought 37 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $24.7K.
  • Vanguard S&P 500 ETF made up 0.07% of Goelzer Investment Management's portfolio in Q2 2026, its #151 holding.
  • Goelzer Investment Management first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.