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Sterling Investment Counsel’s Vanguard S&P 500 ETF VOO Stock Holding History

Sterling 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 		$1.52M Sell
2,215
-190
-8% -$127K 0.36% 50
2026
Q1 		$1.44M Buy
2,405
+1,307
+119% +$817K 0.4% 46
2025
Q4 		$632K Buy
1,098
+611
+125% +$380K 0.18% 84
2025
Q3 		$298K Sell
487
-272
-36% -$160K 0.1% 107
2025
Q2 		$431K Buy
759
+19
+3% +$9.98K 0.25% 65
2025
Q1 		$380K Buy
740
+17
+2% +$9.19K 0.13% 112
2024
Q4 		$390K Sell
723
-30
-4% -$16.2K 0.26% 65
2024
Q3 		$397K Sell
753
-17
-2% -$8.64K 0.14% 105
2024
Q2 		$385K Sell
770
-4
-0.5% -$1.93K 0.15% 92
2024
Q1 		$372K Sell
774
-5
-0.6% -$2.29K 0.17% 96
2023
Q4 		$340K Sell
779
-1
-0.1% -$409 0.17% 99
2023
Q3 		$306K Buy
780
+120
+18% +$49.1K 0.18% 105
2023
Q2 		$269K Buy
660
+62
+10% +$23.9K 0.15% 119
2023
Q1 		$225K Buy
+598
New +$219K 0.13% 135

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sterling Investment Counsel's VOO Position: Q2 2026 in Review

Sterling Investment Counsel reduced its Vanguard S&P 500 ETF (VOO) stake by 7.9% in Q2 2026, selling an estimated $127K and leaving 2,215 shares worth $1.52M. The position accounts for 0.36% of the portfolio, ranked #50.

Sterling Investment Counsel first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sterling Investment Counsel held 2,215 shares of Vanguard S&P 500 ETF worth $1.52M as of Q2 2026.
  • Sterling Investment Counsel sold 190 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $127K.
  • Vanguard S&P 500 ETF made up 0.36% of Sterling Investment Counsel's portfolio in Q2 2026, its #50 holding.
  • Sterling Investment Counsel first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.