Tower Trust & Investment Company’s Vanguard S&P 500 ETF VOO Stock Holding History

Tower Trust & Investment Company’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	$743K	Sell	1,082 -14	-1%	-$9.33K	0.45%	54
2026 Q1	$655K	Hold	1,096	–	–	0.43%	59
2025 Q4	$687K	Hold	1,096	–	–	0.43%	63
2025 Q3	$671K	Buy	1,096 +85	+8%	+$50.1K	0.45%	61
2025 Q2	$574K	Buy	1,011 +15	+2%	+$7.88K	0.41%	68
2025 Q1	$508K	Buy	+996	New	+$538K	0.41%	67

Other funds holding VOO

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 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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Tower Trust & Investment Company's VOO Position: Q2 2026 in Review

Tower Trust & Investment Company reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q2 2026, selling an estimated $9.33K and leaving 1,082 shares worth $743K. The position accounts for 0.45% of the portfolio, ranked #54.

Tower Trust & Investment Company first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Tower Trust & Investment Company held 1,082 shares of Vanguard S&P 500 ETF worth $743K as of Q2 2026.
Tower Trust & Investment Company sold 14 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $9.33K.
Vanguard S&P 500 ETF made up 0.45% of Tower Trust & Investment Company's portfolio in Q2 2026, its #54 holding.
Tower Trust & Investment Company first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.