Welch Group
VOO icon

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
Q3 		$6.02M Buy
8,590
+98
+1% +$68.4K 0.21% 60
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 		$9.8M 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 		$9.5M Hold
24,141
– – 0.64% 33
2021
Q2 		$9.5M Hold
24,141
– – 0.65% 33
2021
Q1 		$8.8M 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Welch Group's VOO Position: Q3 2026 in Review

Welch Group increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q3 2026, buying an estimated $68.4K and bringing the position to 8,590 shares worth $6.02M. The position accounts for 0.21% of the portfolio, ranked #60.

Welch Group first reported a position in VOO in Q1 2020 and has held it in 27 quarters since. The position peaked at $12.6M in Q4 2021. 1,887 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Welch Group held 8,590 shares of Vanguard S&P 500 ETF worth $6.02M as of Q3 2026.
  • Welch Group bought 98 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $68.4K.
  • Vanguard S&P 500 ETF made up 0.21% of Welch Group's portfolio in Q3 2026, its #60 holding.
  • Welch Group first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 27 quarters since.
  • Welch Group's Vanguard S&P 500 ETF position peaked at $12.6M in Q4 2021.
  • 1,887 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.