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 Q3	$308K	Sell	439 -14	-3%	-$9.8K	0.08%	104
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%	-$9.7K	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	+$7.78K	﹤0.01%	351

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Windsor Capital Management's VOO Position: Q3 2026 in Review

Windsor Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q3 2026, selling an estimated $9.8K and leaving 439 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #104.

Windsor Capital Management first reported a position in VOO in Q4 2013 and has held it in 12 quarters since. The position peaked at $335K in Q3 2025. 2,668 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Windsor Capital Management held 439 shares of Vanguard S&P 500 ETF worth $308K as of Q3 2026.
Windsor Capital Management sold 14 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $9.8K.
Vanguard S&P 500 ETF made up 0.08% of Windsor Capital Management's portfolio in Q3 2026, its #104 holding.
Windsor Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2013 and has held it in 12 quarters since.
Windsor Capital Management's Vanguard S&P 500 ETF position peaked at $335K in Q3 2025.
2,668 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.