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Goodwin Investment Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Goodwin Investment Advisory’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 		$3.93M Buy
5,728
+610
+12% +$407K 7.92% 4
2026
Q1 		$3.06M Sell
5,118
-319
-6% -$200K 3.64% 5
2025
Q4 		$3.41M Buy
5,437
+303
+6% +$188K 3.74% 5
2025
Q3 		$3.14M Hold
5,134
– – 3.37% 5
2025
Q2 		$2.92M Sell
5,134
-60
-1% -$31.5K 3.37% 5
2025
Q1 		$2.67M Sell
5,194
-1,379
-21% -$745K 4.15% 5
2024
Q4 		$3.54M Sell
6,573
-157
-2% -$85K 1.85% 10
2024
Q3 		$3.55M Sell
6,730
-63
-0.9% -$32K 1.54% 9
2024
Q2 		$3.4M Sell
6,793
-57
-0.8% -$27.4K 1.56% 9
2024
Q1 		$3.29M Sell
6,850
-320
-4% -$146K 1.55% 9
2023
Q4 		$3.13M Sell
7,170
-2,075
-22% -$849K 1.63% 9
2023
Q3 		$3.63M Hold
9,245
– – 2.15% 7
2023
Q2 		$3.77M Buy
9,245
+143
+2% +$55.2K 2.2% 8
2023
Q1 		$3.42M Sell
9,102
-800
-8% -$293K 2.23% 7
2022
Q4 		$3.48M Sell
9,902
-94,950
-91% -$33.5M 2.47% 8
2022
Q3 		$34.4M Buy
104,852
+8,450
+9% +$3.09M 26.05% 2
2022
Q2 		$33.4M Buy
96,402
+4,026
+4% +$1.52M 25.77% 2
2022
Q1 		$38.3M Buy
92,376
+17,886
+24% +$7.32M 26.29% 1
2021
Q4 		$32.5M Buy
74,490
+6,881
+10% +$2.9M 24.33% 2
2021
Q3 		$26.7M Buy
67,609
+1,393
+2% +$565K 25.91% 2
2021
Q2 		$26.1M Buy
66,216
+4,544
+7% +$1.74M 28.36% 2
2021
Q1 		$22.5M Sell
61,672
-11,881
-16% -$4.21M 26.45% 2
2020
Q4 		$25.3M Buy
+73,553
New +$24M 30.9% 1

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

Goodwin Investment Advisory's VOO Position: Q2 2026 in Review

Goodwin Investment Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2026, buying an estimated $407K and bringing the position to 5,728 shares worth $3.93M. The position accounts for 7.92% of the portfolio, ranked #4.

Goodwin Investment Advisory first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $38.3M in Q1 2022. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Goodwin Investment Advisory held 5,728 shares of Vanguard S&P 500 ETF worth $3.93M as of Q2 2026.
  • Goodwin Investment Advisory bought 610 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $407K.
  • Vanguard S&P 500 ETF made up 7.92% of Goodwin Investment Advisory's portfolio in Q2 2026, its #4 holding.
  • Goodwin Investment Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Goodwin Investment Advisory's Vanguard S&P 500 ETF position peaked at $38.3M in Q1 2022.
  • 4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Goodwin Investment Advisory's 13F filing for Q2 2026, filed 19 Aug 2026.