Watchman Group
VOO icon

Watchman Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Watchman Group’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
Q3 		$960K Hold
1,370
– – 0.22% 50
2026
Q2 		$941K Sell
1,370
-21
-2% -$14K 0.21% 49
2026
Q1 		$831K Sell
1,391
-24
-2% -$15K 0.2% 50
2025
Q4 		$887K Hold
1,415
– – 0.21% 50
2025
Q3 		$867K Hold
1,415
– – 0.21% 51
2025
Q2 		$804K Sell
1,415
-10
-0.7% -$5.26K 0.21% 49
2025
Q1 		$732K Sell
1,425
-127
-8% -$68.7K 0.21% 52
2024
Q4 		$836K Buy
1,552
+37
+2% +$20K 0.22% 51
2024
Q3 		$799K Sell
1,515
-68
-4% -$34.6K 0.21% 53
2024
Q2 		$792K Buy
1,583
+14
+0.9% +$6.74K 0.25% 53
2024
Q1 		$754K Sell
1,569
-31
-2% -$14.2K 0.23% 56
2023
Q4 		$699K Buy
+1,600
New +$655K 0.23% 55
2023
Q2 		– Sell
-1,500
Closed -$564K – 71
2023
Q1 		$564K Sell
1,500
-1,380
-48% -$506K 0.29% 49
2022
Q4 		$1.01M Hold
2,880
– – 0.56% 43
2022
Q3 		$946K Sell
2,880
-250
-8% -$91.3K 0.6% 42
2022
Q2 		$1.09M Hold
3,130
– – 0.67% 45
2022
Q1 		$1.3M Sell
3,130
-283
-8% -$116K 0.77% 45
2021
Q4 		$1.49M Sell
3,413
-10
-0.3% -$4.22K 0.78% 50
2021
Q3 		$1.35M Sell
3,423
-50
-1% -$20.3K 0.87% 48
2021
Q2 		$1.37M Sell
3,473
-995
-22% -$382K 0.8% 50
2021
Q1 		$1.63M Buy
4,468
+685
+18% +$243K 1% 48
2020
Q4 		$1.3M Buy
3,783
+8
+0.2% +$2.61K 0.86% 49
2020
Q3 		$1.16M Buy
+3,775
New +$1.15M 0.86% 50

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Watchman Group's VOO Position: Q3 2026 in Review

Watchman Group held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 1,370 shares worth $960K. The position accounts for 0.22% of the portfolio, ranked #50.

Watchman Group first reported a position in VOO in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.63M in Q1 2021. 1,316 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Watchman Group held 1,370 shares of Vanguard S&P 500 ETF worth $960K as of Q3 2026.
  • Watchman Group left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.22% of Watchman Group's portfolio in Q3 2026, its #50 holding.
  • Watchman Group first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 23 quarters since.
  • Watchman Group's Vanguard S&P 500 ETF position peaked at $1.63M in Q1 2021.
  • 1,316 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Watchman Group's 13F filing for Q3 2026, filed 16 Oct 2026.