Grandfield & Dodd’s Vanguard S&P 500 ETF VOO Stock Holding History

Grandfield & Dodd’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	$1.92M	Sell	3,211 -210	-6%	-$131K	0.11%	85
2025 Q4	$2.15M	Sell	3,421 -148	-4%	-$92K	0.12%	83
2025 Q3	$2.19M	Hold	3,569	–	–	0.12%	85
2025 Q2	$2.03M	Sell	3,569 -124	-3%	-$65.2K	0.12%	86
2025 Q1	$1.9M	Buy	3,693 +6	+0.2%	+$3.24K	0.12%	86
2024 Q4	$1.99M	Buy	3,687 +6	+0.2%	+$3.25K	0.12%	84
2024 Q3	$1.94M	Hold	3,681	–	–	0.12%	86
2024 Q2	$1.84M	Buy	3,681 +6	+0.2%	+$2.89K	0.12%	87
2024 Q1	$1.77M	Buy	3,675 +237	+7%	+$108K	0.11%	86
2023 Q4	$1.5M	Sell	3,438 -17,906	-84%	-$7.33M	0.1%	92
2023 Q3	$8.38M	Buy	21,344 +119	+0.6%	+$48.7K	0.62%	51
2023 Q2	$8.64M	Hold	21,225	–	–	0.6%	53
2023 Q1	$7.98M	Buy	21,225 +16	+0.1%	+$5.87K	0.56%	53
2022 Q4	$7.45M	Hold	21,209	–	–	0.55%	53
2022 Q3	$6.96M	Hold	21,209	–	–	0.57%	52
2022 Q2	$7.36M	Hold	21,209	–	–	0.58%	53
2022 Q1	$8.81M	Sell	21,209 -89	-0.4%	-$36.4K	0.6%	52
2021 Q4	$9.3M	Hold	21,298	–	–	0.6%	52
2021 Q3	$8.4M	Sell	21,298 -5	-0%	-$2.03K	0.59%	52
2021 Q2	$8.38M	Hold	21,303	–	–	0.58%	52
2021 Q1	$7.76M	Hold	21,303	–	–	0.58%	50
2020 Q4	$7.32M	Hold	21,303	–	–	0.57%	51
2020 Q3	$6.55M	Buy	21,303 +655	+3%	+$200K	0.59%	51
2020 Q2	$5.85M	Sell	20,648 -70	-0.3%	-$18.8K	0.57%	53
2020 Q1	$4.91M	Buy	20,718 +1,323	+7%	+$371K	0.58%	53
2019 Q4	$5.74M	Hold	19,395	–	–	0.52%	53
2019 Q3	$5.29M	Hold	19,395	–	–	0.52%	53
2019 Q2	$5.22M	Buy	19,395 +3,025	+18%	+$800K	0.52%	53
2019 Q1	$4.25M	Hold	16,370	–	–	0.44%	55
2018 Q4	$3.76M	Sell	16,370 -230	-1%	-$57K	0.45%	57
2018 Q3	$4.43M	Hold	16,600	–	–	0.46%	58
2018 Q2	$4.14M	Sell	16,600 -319	-2%	-$79.2K	0.46%	60
2018 Q1	$4.1M	Hold	16,919	–	–	0.46%	56
2017 Q4	$4.15M	Buy	16,919 +554	+3%	+$132K	0.44%	59
2017 Q3	$3.78M	Hold	16,365	–	–	0.42%	59
2017 Q2	$3.63M	Sell	16,365 -725	-4%	-$160K	0.43%	61
2017 Q1	$3.7M	Sell	17,090 -300	-2%	-$64K	0.46%	58
2016 Q4	$3.57M	Hold	17,390	–	–	0.46%	57
2016 Q3	$3.46M	Hold	17,390	–	–	0.45%	56
2016 Q2	$3.34M	Hold	17,390	–	–	0.47%	57
2016 Q1	$3.28M	Sell	17,390 -825	-5%	-$148K	0.47%	54
2015 Q4	$3.4M	Sell	18,215 -100	-0.5%	-$18.8K	0.52%	53
2015 Q3	$3.22M	Buy	18,315 +100	+0.5%	+$18.6K	0.54%	53
2015 Q2	$3.44M	Hold	18,215	–	–	0.53%	53
2015 Q1	$3.45M	Hold	18,215	–	–	0.53%	52
2014 Q4	$3.43M	Hold	18,215	–	–	0.53%	53
2014 Q3	$3.29M	Hold	18,215	–	–	0.52%	56
2014 Q2	$3.27M	Hold	18,215	–	–	0.49%	55
2014 Q1	$3.12M	Buy	+18,215	New	+$3.06M	0.49%	54

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Grandfield & Dodd's VOO Position: Q1 2026 in Review

Grandfield & Dodd reduced its Vanguard S&P 500 ETF (VOO) stake by 6.1% in Q1 2026, selling an estimated $131K and leaving 3,211 shares worth $1.92M. The position accounts for 0.11% of the portfolio, ranked #85.

Grandfield & Dodd first reported a position in VOO in Q1 2014 and has held it in 49 quarters since. The position peaked at $9.3M in Q4 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Grandfield & Dodd held 3,211 shares of Vanguard S&P 500 ETF worth $1.92M as of Q1 2026.
Grandfield & Dodd sold 210 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $131K.
Vanguard S&P 500 ETF made up 0.11% of Grandfield & Dodd's portfolio in Q1 2026, its #85 holding.
Grandfield & Dodd first reported a position in Vanguard S&P 500 ETF in Q1 2014 and has held it in 49 quarters since.
Grandfield & Dodd's Vanguard S&P 500 ETF position peaked at $9.3M in Q4 2021.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.