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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goodwin Investment Advisory's VOO Position: Q1 2026 in Review

Goodwin Investment Advisory reduced its Vanguard S&P 500 ETF (VOO) stake by 5.9% in Q1 2026, selling an estimated $200K and leaving 5,118 shares worth $3.06M. The position accounts for 3.64% of the portfolio, ranked #5.

Goodwin Investment Advisory first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $38.3M in Q1 2022. 3,834 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Goodwin Investment Advisory held 5,118 shares of Vanguard S&P 500 ETF worth $3.06M as of Q1 2026.
  • Goodwin Investment Advisory sold 319 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $200K.
  • Vanguard S&P 500 ETF made up 3.64% of Goodwin Investment Advisory's portfolio in Q1 2026, its #5 holding.
  • Goodwin Investment Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Goodwin Investment Advisory's Vanguard S&P 500 ETF position peaked at $38.3M in Q1 2022.
  • 3,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Goodwin Investment Advisory's 13F filing for Q1 2026, filed 13 May 2026.