Winch Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Winch Advisory Services’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	$757K	Buy	1,102 +232	+27%	+$155K	0.16%	66
2026 Q1	$520K	Buy	870 +280	+47%	+$175K	0.12%	75
2025 Q4	$370K	Buy	590 +35	+6%	+$21.8K	0.08%	84
2025 Q3	$340K	Buy	555 +1	+0.2%	+$589	0.08%	85
2025 Q2	$314K	Buy	554 +542	+4,517%	+$285K	0.08%	82
2025 Q1	$6.17K	Sell	12 -276	-96%	-$149K	﹤0.01%	324
2024 Q4	$155K	Buy	288 +59	+26%	+$32K	0.04%	98
2024 Q3	$121K	Buy	229 +217	+1,808%	+$110K	0.03%	107
2024 Q2	$6K	Buy	+12	New	+$5.77K	﹤0.01%	304
2022 Q2	–	Sell	-75	Closed	-$31K	–	484
2022 Q1	$31K	Buy	75 +1	+1%	+$409	0.01%	169
2021 Q4	$32K	Hold	74	–	–	0.01%	167
2021 Q3	$29K	Hold	74	–	–	0.01%	176
2021 Q2	$29K	Hold	74	–	–	0.01%	167
2021 Q1	$27K	Buy	74 +1	+1%	+$355	0.01%	161
2020 Q4	$25K	Buy	+73	New	+$23.8K	0.01%	142
2020 Q3	–	Sell	-105	Closed	-$30K	–	414
2020 Q2	$30K	Hold	105	–	–	0.01%	117
2020 Q1	$25K	Buy	+105	New	+$29.4K	0.01%	119
2018 Q1	–	Sell	-33	Closed	-$8K	–	329
2017 Q4	$8K	Hold	33	–	–	﹤0.01%	192
2017 Q3	$8K	Buy	+33	New	+$7.47K	0.01%	182

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

Winch Advisory Services's VOO Position: Q2 2026 in Review

Winch Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 27% in Q2 2026, buying an estimated $155K and bringing the position to 1,102 shares worth $757K. The position accounts for 0.16% of the portfolio, ranked #66.

Winch Advisory Services first reported a position in VOO in Q3 2017 and has held it in 19 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Winch Advisory Services held 1,102 shares of Vanguard S&P 500 ETF worth $757K as of Q2 2026.
Winch Advisory Services bought 232 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $155K.
Vanguard S&P 500 ETF made up 0.16% of Winch Advisory Services's portfolio in Q2 2026, its #66 holding.
Winch Advisory Services first reported a position in Vanguard S&P 500 ETF in Q3 2017 and has held it in 19 quarters since.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.