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 Q3	$22.3M	Buy	31,857 +1,659	+5%	+$1.16M	3.64%	10
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Whitaker-Myers Wealth Managers's VOO Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Vanguard S&P 500 ETF (VOO) stake by 5.5% in Q3 2026, buying an estimated $1.16M and bringing the position to 31,857 shares worth $22.3M. The position accounts for 3.64% of the portfolio, ranked #10.

Whitaker-Myers Wealth Managers first reported a position in VOO in Q4 2022 and has held it in 16 quarters since. 418 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Whitaker-Myers Wealth Managers held 31,857 shares of Vanguard S&P 500 ETF worth $22.3M as of Q3 2026.
Whitaker-Myers Wealth Managers bought 1,659 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.16M.
Vanguard S&P 500 ETF made up 3.64% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #10 holding.
Whitaker-Myers Wealth Managers first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
418 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.