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

Winthrop 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 Q3	$4.66M	Buy	6,650 +199	+3%	+$139K	0.29%	44
2026 Q2	$4.43M	Buy	6,451 +697	+12%	+$465K	0.3%	45
2026 Q1	$3.44M	Buy	5,754 +340	+6%	+$213K	0.28%	45
2025 Q4	$3.4M	Sell	5,414 -567	-9%	-$352K	0.29%	45
2025 Q3	$3.67M	Buy	5,981 +1,125	+23%	+$663K	0.32%	43
2025 Q2	$2.77M	Buy	4,856 +605	+14%	+$318K	0.27%	44
2025 Q1	$2.18M	Sell	4,251 -566	-12%	-$306K	0.26%	41
2024 Q4	$2.6M	Buy	4,817 +355	+8%	+$192K	0.31%	41
2024 Q3	$2.36M	Sell	4,462 -4	-0.1%	-$2.03K	0.29%	40
2024 Q2	$2.23M	Sell	4,466 -375	-8%	-$180K	0.3%	41
2024 Q1	$2.33M	Sell	4,841 -730	-13%	-$334K	0.34%	39
2023 Q4	$2.43M	Buy	5,571 +2,215	+66%	+$907K	0.38%	34
2023 Q3	$1.32M	Sell	3,356 -35	-1%	-$14.3K	0.22%	44
2023 Q2	$1.39M	Buy	3,391 +116	+4%	+$44.8K	0.22%	43
2023 Q1	$1.23M	Buy	3,275 +1,023	+45%	+$375K	0.22%	45
2022 Q4	$791K	Buy	2,252 +876	+64%	+$309K	0.15%	55
2022 Q3	$454K	Buy	1,376 +2	+0.1%	+$730	0.1%	62
2022 Q2	$479K	Sell	1,374 -17	-1%	-$6.4K	0.11%	62
2022 Q1	$577K	Buy	1,391 +18	+1%	+$7.37K	0.12%	61
2021 Q4	$599K	Sell	1,373 -29	-2%	-$12.2K	0.12%	60
2021 Q3	$555K	Buy	1,402 +42	+3%	+$17K	0.12%	56
2021 Q2	$535K	Buy	1,360 +479	+54%	+$184K	0.12%	60
2021 Q1	$321K	Sell	881 -286	-25%	-$101K	0.08%	92
2020 Q4	$401K	Sell	1,167 -18	-2%	-$5.87K	0.1%	74
2020 Q3	$367K	Sell	1,185 -11	-0.9%	-$3.35K	0.11%	67
2020 Q2	$341K	Sell	1,196 -12	-1%	-$3.23K	0.12%	60
2020 Q1	$286K	Buy	1,208 +4	+0.3%	+$1.12K	0.11%	66
2019 Q4	$356K	Buy	+1,204	New	+$341K	0.13%	67
2019 Q1	–	Sell	-1,180	Closed	-$271K	–	97
2018 Q4	$271K	Buy	+1,180	New	+$292K	0.14%	62

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Winthrop Advisory Group's VOO Position: Q3 2026 in Review

Winthrop Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q3 2026, buying an estimated $139K and bringing the position to 6,650 shares worth $4.66M. The position accounts for 0.29% of the portfolio, ranked #44.

Winthrop Advisory Group first reported a position in VOO in Q4 2018 and has held it in 29 quarters since. 2,098 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Winthrop Advisory Group held 6,650 shares of Vanguard S&P 500 ETF worth $4.66M as of Q3 2026.
Winthrop Advisory Group bought 199 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $139K.
Vanguard S&P 500 ETF made up 0.29% of Winthrop Advisory Group's portfolio in Q3 2026, its #44 holding.
Winthrop Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
2,098 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.