WA
VOO icon

Winter & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Winter & Associates’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 		$391K Sell
570
-302
-35% -$201K 0.29% 50
2026
Q1 		$528K Hold
872
– – 0.46% 42
2025
Q4 		$547K Buy
+872
New +$542K 0.51% 43

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Winter & Associates's VOO Position: Q2 2026 in Review

Winter & Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 35% in Q2 2026, selling an estimated $201K and leaving 570 shares worth $391K. The position accounts for 0.29% of the portfolio, ranked #50.

Winter & Associates first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. The position peaked at $547K in Q4 2025. 3,993 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Winter & Associates held 570 shares of Vanguard S&P 500 ETF worth $391K as of Q2 2026.
  • Winter & Associates sold 302 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $201K.
  • Vanguard S&P 500 ETF made up 0.29% of Winter & Associates's portfolio in Q2 2026, its #50 holding.
  • Winter & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's Vanguard S&P 500 ETF position peaked at $547K in Q4 2025.
  • 3,993 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.