Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$2.88M	Sell	4,191 -56	-1%	-$37.3K	0.03%	108
2026 Q1	$2.65M	Buy	4,247 +80	+2%	+$50K	0.03%	108
2025 Q4	$2.67M	Buy	4,167 +724	+21%	+$450K	0.02%	113
2025 Q3	$2.13M	Sell	3,443 -344	-9%	-$203K	0.02%	120
2025 Q2	$2.15M	Buy	3,787 +20	+0.5%	+$10.5K	0.02%	124
2025 Q1	$1.85M	Sell	3,767 -4	-0.1%	-$2.16K	0.02%	127
2024 Q4	$2.08M	Sell	3,771 -320	-8%	-$173K	0.02%	131
2024 Q3	$2.18M	Hold	4,091	–	–	0.02%	131
2024 Q2	$2.12M	Buy	4,091 +2,490	+156%	+$1.2M	0.02%	116
2024 Q1	$735K	Sell	1,601 -2,540	-61%	-$1.16M	0.01%	172
2023 Q4	$1.84M	Buy	4,141 +3,376	+441%	+$1.38M	0.02%	120
2023 Q3	$303K	Sell	765 -90	-11%	-$36.8K	﹤0.01%	240
2023 Q2	$348K	Buy	855 +134	+19%	+$51.7K	﹤0.01%	238
2023 Q1	$271K	Sell	721 -555	-43%	-$204K	﹤0.01%	250
2022 Q4	$448K	Sell	1,276 -110	-8%	-$38.9K	0.01%	208
2022 Q3	$455K	Hold	1,386	–	–	0.01%	207
2022 Q2	$481K	Buy	1,386 +358	+35%	+$135K	0.01%	211
2022 Q1	$427K	Buy	1,028 +940	+1,068%	+$385K	﹤0.01%	227
2021 Q4	$38K	Hold	88	–	–	﹤0.01%	487
2021 Q3	$35K	Hold	88	–	–	﹤0.01%	489
2021 Q2	$35K	Buy	+88	New	+$33.8K	﹤0.01%	498
2021 Q1	–	Sell	-88	Closed	-$30K	–	691
2020 Q4	$30K	Sell	88 -2,940	-97%	-$958K	﹤0.01%	473
2020 Q3	$932K	Buy	3,028 +980	+48%	+$299K	0.01%	148
2020 Q2	$580K	Buy	2,048 +1,960	+2,227%	+$528K	0.01%	171
2020 Q1	$21K	Hold	88	–	–	﹤0.01%	461
2019 Q4	$26K	Hold	88	–	–	﹤0.01%	507
2019 Q3	$24K	Hold	88	–	–	﹤0.01%	504
2019 Q2	$24K	Hold	88	–	–	﹤0.01%	494
2019 Q1	$23K	Hold	88	–	–	﹤0.01%	510
2018 Q4	$20K	Sell	88 -10	-10%	-$2.48K	﹤0.01%	522
2018 Q3	$26K	Hold	98	–	–	﹤0.01%	478
2018 Q2	$24K	Hold	98	–	–	﹤0.01%	491
2018 Q1	$24K	Hold	98	–	–	﹤0.01%	521
2017 Q4	$24K	Sell	98 -4	-4%	-$956	﹤0.01%	500
2017 Q3	$24K	Hold	102	–	–	﹤0.01%	491
2017 Q2	$23K	Sell	102 -300	-75%	-$66K	﹤0.01%	483
2017 Q1	$87K	Buy	402 +300	+294%	+$64K	﹤0.01%	369
2016 Q4	$21K	Hold	102	–	–	﹤0.01%	471
2016 Q3	$20K	Hold	102	–	–	﹤0.01%	479
2016 Q2	$20K	Hold	102	–	–	﹤0.01%	485
2016 Q1	$19K	Hold	102	–	–	﹤0.01%	485
2015 Q4	$19K	Sell	102 -10	-9%	-$1.88K	﹤0.01%	518
2015 Q3	$21K	Hold	112	–	–	﹤0.01%	489
2015 Q2	$21K	Hold	112	–	–	﹤0.01%	489
2015 Q1	$21K	Hold	112	–	–	﹤0.01%	503
2014 Q4	$21K	Hold	112	–	–	﹤0.01%	498
2014 Q3	$20K	Hold	112	–	–	﹤0.01%	481
2014 Q2	$20K	Hold	112	–	–	﹤0.01%	509
2014 Q1	$19K	Hold	112	–	–	﹤0.01%	497
2013 Q4	$19K	Sell	112 -1	-0.9%	-$162	﹤0.01%	478
2013 Q3	$17K	Hold	113	–	–	﹤0.01%	455
2013 Q2	$17K	Buy	+113	New	+$16.7K	﹤0.01%	493

Other funds holding VOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VOO Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q2 2026, selling an estimated $37.3K and leaving 4,191 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #108.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VOO in Q2 2013 and has held it in 52 quarters since. 2,788 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 4,191 shares of Vanguard S&P 500 ETF worth $2.88M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 56 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $37.3K.
Vanguard S&P 500 ETF made up 0.03% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #108 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
2,788 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.