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Windsor Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Windsor Capital Management’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 		$311K Hold
453
– – 0.08% 106
2026
Q1 		$271K Sell
453
-4
-0.9% -$2.5K 0.08% 104
2025
Q4 		$287K Sell
457
-90
-16% -$55.9K 0.08% 101
2025
Q3 		$335K Buy
547
+73
+15% +$43K 0.09% 97
2025
Q2 		$269K Hold
474
– – 0.08% 103
2025
Q1 		$244K Sell
474
-18
-4% -$9.73K 0.07% 106
2024
Q4 		$265K Buy
492
+40
+9% +$21.7K 0.08% 103
2024
Q3 		$239K Hold
452
– – 0.07% 110
2024
Q2 		$226K Hold
452
– – 0.07% 108
2024
Q1 		$217K Buy
+452
New +$207K 0.07% 106
2014
Q1 		– Sell
-48
Closed -$8K – 297
2013
Q4 		$8K Buy
+48
New +$7.79K ﹤0.01% 351

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Windsor Capital Management's VOO Position: Q2 2026 in Review

Windsor Capital Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 453 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #106.

Windsor Capital Management first reported a position in VOO in Q4 2013 and has held it in 11 quarters since. The position peaked at $335K in Q3 2025. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Windsor Capital Management held 453 shares of Vanguard S&P 500 ETF worth $311K as of Q2 2026.
  • Windsor Capital Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.08% of Windsor Capital Management's portfolio in Q2 2026, its #106 holding.
  • Windsor Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2013 and has held it in 11 quarters since.
  • Windsor Capital Management's Vanguard S&P 500 ETF position peaked at $335K in Q3 2025.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.