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

Winebrenner 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 		$512K Buy
745
+67
+10% +$44.7K 0.31% 89
2026
Q1 		$405K Buy
678
+73
+12% +$45.7K 0.26% 95
2025
Q4 		$379K Buy
605
+30
+5% +$18.6K 0.25% 97
2025
Q3 		$352K Buy
575
+107
+23% +$63.1K 0.25% 96
2025
Q2 		$266K Hold
468
– – 0.21% 110
2025
Q1 		$241K Sell
468
-486
-51% -$263K 0.22% 109
2024
Q4 		$514K Buy
+954
New +$517K 0.4% 81

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

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

Winebrenner Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 9.9% in Q2 2026, buying an estimated $44.7K and bringing the position to 745 shares worth $512K. The position accounts for 0.31% of the portfolio, ranked #89.

Winebrenner Capital Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $514K in Q4 2024. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Winebrenner Capital Management held 745 shares of Vanguard S&P 500 ETF worth $512K as of Q2 2026.
  • Winebrenner Capital Management bought 67 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $44.7K.
  • Vanguard S&P 500 ETF made up 0.31% of Winebrenner Capital Management's portfolio in Q2 2026, its #89 holding.
  • Winebrenner Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Winebrenner Capital Management's Vanguard S&P 500 ETF position peaked at $514K in Q4 2024.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.