Welch & Forbes’s Vanguard S&P 500 ETF VOO Stock Holding History

Welch & Forbes’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 Q1	$3.18M	Buy	5,320 +109	+2%	+$68.2K	0.04%	155
2025 Q4	$3.27M	Buy	5,211 +57	+1%	+$35.4K	0.04%	153
2025 Q3	$3.16M	Buy	5,154 +2,015	+64%	+$1.19M	0.04%	154
2025 Q2	$1.78M	Sell	3,139 -2,631	-46%	-$1.38M	0.02%	186
2025 Q1	$2.97M	Sell	5,770 -1,513	-21%	-$818K	0.04%	156
2024 Q4	$3.92M	Buy	7,283 +4,423	+155%	+$2.4M	0.05%	142
2024 Q3	$1.51M	Hold	2,860	–	–	0.02%	203
2024 Q2	$1.46M	Sell	2,860 -1,550	-35%	-$746K	0.02%	201
2024 Q1	$2.12M	Sell	4,410 -388	-8%	-$178K	0.03%	190
2023 Q4	$2.1M	Buy	4,798 +1,185	+33%	+$485K	0.03%	185
2023 Q3	$1.42M	Buy	3,613 +3	+0.1%	+$1.23K	0.02%	198
2023 Q2	$1.47M	Buy	3,610 +40	+1%	+$15.4K	0.02%	198
2023 Q1	$1.34M	Hold	3,570	–	–	0.02%	196
2022 Q4	$1.25M	Sell	3,570 -66	-2%	-$23.3K	0.02%	203
2022 Q3	$1.19M	Sell	3,636 -78	-2%	-$28.5K	0.02%	199
2022 Q2	$1.29M	Buy	3,714 +85	+2%	+$32K	0.02%	203
2022 Q1	$1.51M	Hold	3,629	–	–	0.02%	198
2021 Q4	$1.58M	Hold	3,629	–	–	0.02%	198
2021 Q3	$1.43M	Hold	3,629	–	–	0.02%	202
2021 Q2	$1.43M	Hold	3,629	–	–	0.02%	200
2021 Q1	$1.32M	Hold	3,629	–	–	0.02%	199
2020 Q4	$1.25M	Hold	3,629	–	–	0.02%	197
2020 Q3	$1.12M	Hold	3,629	–	–	0.02%	190
2020 Q2	$1.03M	Hold	3,629	–	–	0.02%	188
2020 Q1	$859K	Hold	3,629	–	–	0.02%	193
2019 Q4	$1.07M	Buy	3,629 +79	+2%	+$22.3K	0.02%	201
2019 Q3	$968K	Sell	3,550 -1,150	-24%	-$312K	0.02%	207
2019 Q2	$1.26M	Sell	4,700 -3,500	-43%	-$926K	0.03%	192
2019 Q1	$2.13M	Hold	8,200	–	–	0.05%	166
2018 Q4	$1.88M	Hold	8,200	–	–	0.05%	165
2018 Q3	$2.19M	Hold	8,200	–	–	0.05%	169
2018 Q2	$2.05M	Hold	8,200	–	–	0.05%	169
2018 Q1	$1.99M	Hold	8,200	–	–	0.05%	177
2017 Q4	$2.01M	Hold	8,200	–	–	0.05%	164
2017 Q3	$1.89M	Hold	8,200	–	–	0.05%	171
2017 Q2	$1.82M	Hold	8,200	–	–	0.05%	169
2017 Q1	$1.77M	Buy	8,200 +6,800	+486%	+$1.45M	0.05%	172
2016 Q4	$287K	Sell	1,400 -100	-7%	-$20.1K	0.01%	294
2016 Q3	$298K	Hold	1,500	–	–	0.01%	252
2016 Q2	$288K	Sell	1,500 -200	-12%	-$38.1K	0.01%	282
2016 Q1	$320K	Buy	+1,700	New	+$304K	0.01%	276

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Welch & Forbes's VOO Position: Q1 2026 in Review

Welch & Forbes increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q1 2026, buying an estimated $68.2K and bringing the position to 5,320 shares worth $3.18M. The position accounts for 0.04% of the portfolio, ranked #155.

Welch & Forbes first reported a position in VOO in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.92M in Q4 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Welch & Forbes held 5,320 shares of Vanguard S&P 500 ETF worth $3.18M as of Q1 2026.
Welch & Forbes bought 109 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $68.2K.
Vanguard S&P 500 ETF made up 0.04% of Welch & Forbes's portfolio in Q1 2026, its #155 holding.
Welch & Forbes first reported a position in Vanguard S&P 500 ETF in Q1 2016 and has held it in 41 quarters since.
Welch & Forbes's Vanguard S&P 500 ETF position peaked at $3.92M in Q4 2024.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.