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Schaper Benz & Wise Investment Counsel’s Vanguard S&P 500 ETF VOO Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$817K Sell
1,190
-109
-8% -$72.7K 0.05% 116
2026
Q1 		$776K Sell
1,299
-58
-4% -$36.3K 0.06% 113
2025
Q4 		$851K Buy
1,357
+415
+44% +$258K 0.06% 111
2025
Q3 		$577K Buy
942
+25
+3% +$14.7K 0.04% 118
2025
Q2 		$521K Buy
917
+13
+1% +$6.83K 0.04% 116
2025
Q1 		$465K Buy
904
+166
+22% +$89.7K 0.04% 120
2024
Q4 		$398K Buy
738
+31
+4% +$16.8K 0.03% 121
2024
Q3 		$373K Hold
707
– – 0.03% 128
2024
Q2 		$353K Buy
+707
New +$340K 0.03% 122

Other funds holding VOO

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 $43.3B AUM 29.3% 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
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's VOO Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel reduced its Vanguard S&P 500 ETF (VOO) stake by 8.4% in Q2 2026, selling an estimated $72.7K and leaving 1,190 shares worth $817K. The position accounts for 0.05% of the portfolio, ranked #116.

Schaper Benz & Wise Investment Counsel first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. The position peaked at $851K in Q4 2025. 1,820 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 1,190 shares of Vanguard S&P 500 ETF worth $817K as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel sold 109 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $72.7K.
  • Vanguard S&P 500 ETF made up 0.05% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #116 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • Schaper Benz & Wise Investment Counsel's Vanguard S&P 500 ETF position peaked at $851K in Q4 2025.
  • 1,820 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.