Whitaker-Myers Wealth Managers’s Vanguard S&P 500 ETF VOO Stock Holding History

Whitaker-Myers Wealth Managers’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	$20.7M	Buy	30,198 +894	+3%	+$596K	3.46%	11
2026 Q1	$17.5M	Buy	29,304 +4,066	+16%	+$2.54M	3.49%	12
2025 Q4	$15.8M	Buy	25,238 +3,821	+18%	+$2.37M	3.3%	12
2025 Q3	$13.1M	Buy	21,417 +3,986	+23%	+$2.35M	2.86%	15
2025 Q2	$9.9M	Buy	17,431 +1,406	+9%	+$739K	2.49%	14
2025 Q1	$8.24M	Buy	16,025 +1,489	+10%	+$805K	2.31%	15
2024 Q4	$7.83M	Sell	14,536 -1,409	-9%	-$763K	2.28%	14
2024 Q3	$8.41M	Sell	15,945 -488	-3%	-$248K	2.8%	12
2024 Q2	$8.22M	Buy	16,433 +558	+4%	+$269K	3.03%	10
2024 Q1	$7.63M	Sell	15,875 -2,461	-13%	-$1.13M	3.22%	10
2023 Q4	$8.01M	Buy	18,336 +239	+1%	+$97.8K	3.99%	6
2023 Q3	$7.11M	Sell	18,097 -329	-2%	-$135K	4.41%	6
2023 Q2	$7.5M	Buy	18,426 +48	+0.3%	+$18.5K	5.03%	5
2023 Q1	$6.91M	Buy	18,378 +1,832	+11%	+$672K	5.35%	4
2022 Q4	$5.81M	Buy	+16,546	New	+$5.85M	5.57%	3

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Whitaker-Myers Wealth Managers's VOO Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q2 2026, buying an estimated $596K and bringing the position to 30,198 shares worth $20.7M. The position accounts for 3.46% of the portfolio, ranked #11.

Whitaker-Myers Wealth Managers first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Whitaker-Myers Wealth Managers held 30,198 shares of Vanguard S&P 500 ETF worth $20.7M as of Q2 2026.
Whitaker-Myers Wealth Managers bought 894 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $596K.
Vanguard S&P 500 ETF made up 3.46% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #11 holding.
Whitaker-Myers Wealth Managers first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.