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Newman Dignan & Sheerar Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

Newman Dignan & Sheerar Inc’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 		$8.11M Sell
11,813
-483
-4% -$322K 1.55% 17
2026
Q1 		$7.35M Sell
12,296
-265
-2% -$166K 1.55% 15
2025
Q4 		$7.88M Sell
12,561
-18
-0.1% -$11.2K 1.64% 14
2025
Q3 		$7.7M Sell
12,579
-183
-1% -$108K 1.66% 12
2025
Q2 		$7.25M Sell
12,762
-760
-6% -$399K 1.67% 13
2025
Q1 		$6.95M Buy
13,522
+811
+6% +$438K 1.9% 11
2024
Q4 		$6.85M Sell
12,711
-50
-0.4% -$27.1K 1.75% 13
2024
Q3 		$6.81M Buy
12,761
+43
+0.3% +$21.9K 1.63% 14
2024
Q2 		$6.36M Buy
12,718
+179
+1% +$86.1K 1.64% 14
2024
Q1 		$6.03M Buy
12,539
+689
+6% +$315K 1.61% 15
2023
Q4 		$5.18M Buy
11,850
+766
+7% +$314K 1.56% 15
2023
Q3 		$4.35M Buy
11,084
+339
+3% +$139K 1.43% 17
2023
Q2 		$4.38M Buy
10,745
+187
+2% +$72.1K 1.35% 17
2023
Q1 		$3.97M Sell
10,558
-243
-2% -$89.1K 1.27% 19
2022
Q4 		$3.79M Buy
10,801
+1,589
+17% +$561K 1.26% 19
2022
Q3 		$3.02K Buy
9,212
+1,453
+19% +$531K 0.47% 25
2022
Q2 		$2.69M Buy
7,759
+271
+4% +$102K 0.92% 29
2022
Q1 		$3.11K Sell
7,488
-174
-2% -$71.2K 0.6% 27
2021
Q4 		$3.35M Buy
7,662
+43
+0.6% +$18.2K 1.01% 25
2021
Q3 		$3M Sell
7,619
-182
-2% -$73.8K 0.87% 25
2021
Q2 		$3.07M Sell
7,801
-308
-4% -$118K 1.03% 22
2021
Q1 		$2.95M Buy
8,109
+142
+2% +$50.4K 1.07% 24
2020
Q4 		$2.74K Buy
7,967
+505
+7% +$165K 0.44% 30
2020
Q3 		$2.3M Buy
7,462
+592
+9% +$180K 0.96% 29
2020
Q2 		$2.04M Buy
6,870
+2,713
+65% +$730K 0.88% 34
2020
Q1 		$1.06M Buy
4,157
+961
+30% +$269K 0.56% 46
2019
Q4 		$945 Buy
3,196
+31
+1% +$8.77K 0.1% 67
2019
Q3 		$869K Buy
3,165
+16
+0.5% +$4.34K 0.41% 64
2019
Q2 		$848 Buy
3,149
+100
+3% +$26.5K 0.02% 69
2019
Q1 		$7.91M Buy
3,049
+17
+0.6% +$4.25K 3.18% 6
2018
Q4 		$697 Buy
3,032
+17
+0.6% +$4.21K 0.06% 73
2018
Q3 		$798K Buy
3,015
+140
+5% +$36.6K 0.35% 70
2018
Q2 		$717 Hold
2,875
– – 0.05% 73
2018
Q1 		$700K Sell
2,875
-10
-0.3% -$2.51K 0.35% 71
2017
Q4 		$708K Buy
2,885
+782
+37% +$187K 0.35% 73
2017
Q3 		$309K Buy
+2,103
New +$476K 0.16% 122

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Newman Dignan & Sheerar Inc's VOO Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Vanguard S&P 500 ETF (VOO) stake by 3.9% in Q2 2026, selling an estimated $322K and leaving 11,813 shares worth $8.11M. The position accounts for 1.55% of the portfolio, ranked #17.

Newman Dignan & Sheerar Inc first reported a position in VOO in Q3 2017 and has held it in 36 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 11,813 shares of Vanguard S&P 500 ETF worth $8.11M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 483 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $322K.
  • Vanguard S&P 500 ETF made up 1.55% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #17 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Vanguard S&P 500 ETF in Q3 2017 and has held it in 36 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.