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

Welch 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
Q2 		$5.83M Sell
8,492
-283
-3% -$189K 0.2% 61
2026
Q1 		$5.24M Sell
8,775
-1,197
-12% -$749K 0.2% 63
2025
Q4 		$6.25M Buy
9,972
+1,251
+14% +$777K 0.24% 62
2025
Q3 		$5.34M Sell
8,721
-537
-6% -$317K 0.21% 60
2025
Q2 		$5.26M Buy
9,258
+1,654
+22% +$869K 0.22% 58
2025
Q1 		$3.88M Sell
7,604
-13
-0.2% -$7.03K 0.17% 60
2024
Q4 		$4.12M Sell
7,617
-770
-9% -$417K 0.19% 62
2024
Q3 		$4.43M Sell
8,387
-40
-0.5% -$20.3K 0.19% 59
2024
Q2 		$4.21M Buy
8,427
+66
+0.8% +$31.8K 0.2% 58
2024
Q1 		$4.02M Sell
8,361
-11,940
-59% -$5.46M 0.2% 59
2023
Q4 		$8.87M Buy
20,301
+10
+0% +$4.09K 0.48% 37
2023
Q3 		$7.97M Sell
20,291
-112
-0.5% -$45.8K 0.47% 35
2023
Q2 		$8.31M Buy
20,403
+765
+4% +$295K 0.48% 35
2023
Q1 		$7.39M Sell
19,638
-1,493
-7% -$548K 0.43% 36
2022
Q4 		$7.42M Sell
21,131
-3,083
-13% -$1.09M 0.42% 35
2022
Q3 		$7.95M Buy
24,214
+393
+2% +$144K 0.52% 33
2022
Q2 		$8.26M Buy
23,821
+305
+1% +$115K 0.5% 33
2022
Q1 		$9.76M Sell
23,516
-5,369
-19% -$2.2M 0.56% 33
2021
Q4 		$12.6M Buy
28,885
+4,744
+20% +$2M 0.74% 34
2021
Q3 		$9.52M Hold
24,141
– – 0.64% 33
2021
Q2 		$9.5M Hold
24,141
– – 0.65% 33
2021
Q1 		$8.79M Buy
24,141
+1,044
+5% +$370K 0.63% 33
2020
Q4 		$7.94M Hold
23,097
– – 0.64% 33
2020
Q3 		$7.11M Hold
23,097
– – 0.62% 33
2020
Q2 		$6.55M Buy
23,097
+21,411
+1,270% +$5.76M 0.61% 32
2020
Q1 		$399K Buy
+1,686
New +$472K 0.04% 88

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Welch Group's VOO Position: Q2 2026 in Review

Welch Group reduced its Vanguard S&P 500 ETF (VOO) stake by 3.2% in Q2 2026, selling an estimated $189K and leaving 8,492 shares worth $5.83M. The position accounts for 0.2% of the portfolio, ranked #61.

Welch Group first reported a position in VOO in Q1 2020 and has held it in 26 quarters since. The position peaked at $12.6M in Q4 2021. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Welch Group held 8,492 shares of Vanguard S&P 500 ETF worth $5.83M as of Q2 2026.
  • Welch Group sold 283 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $189K.
  • Vanguard S&P 500 ETF made up 0.2% of Welch Group's portfolio in Q2 2026, its #61 holding.
  • Welch Group first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • Welch Group's Vanguard S&P 500 ETF position peaked at $12.6M in Q4 2021.
  • 4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.