Windsor Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Windsor Advisory 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	$2.1K	Hold	3	–	–	﹤0.01%	96
2026 Q1	$1.82K	Sell	3 -72	-96%	-$45K	﹤0.01%	81
2025 Q4	$47.1K	Sell	75 -271	-78%	-$168K	0.04%	71
2025 Q3	$212K	Buy	346 +343	+11,433%	+$202K	0.19%	62
2025 Q2	$1.71K	Sell	3 -644	-100%	-$338K	﹤0.01%	54
2025 Q1	$333K	Sell	647 -87	-12%	-$47K	0.43%	29
2024 Q4	$395K	Hold	734	–	–	0.46%	35
2024 Q3	$387K	Buy	734 +634	+634%	+$322K	0.44%	40
2024 Q2	$50K	Buy	+100	New	+$48.1K	0.1%	43
2023 Q4	–	Sell	-1,249	Closed	-$490K	–	69
2023 Q3	$490K	Buy	+1,249	New	+$511K	1.17%	22

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

Windsor Advisory Group's VOO Position: Q2 2026 in Review

Windsor Advisory Group held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 3 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #96.

Windsor Advisory Group first reported a position in VOO in Q3 2023 and has held it in 10 quarters since. The position peaked at $490K in Q3 2023. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Windsor Advisory Group held 3 shares of Vanguard S&P 500 ETF worth $2.1K as of Q2 2026.
Windsor Advisory Group left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up ﹤0.01% of Windsor Advisory Group's portfolio in Q2 2026, its #96 holding.
Windsor Advisory Group first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 10 quarters since.
Windsor Advisory Group's Vanguard S&P 500 ETF position peaked at $490K in Q3 2023.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.