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 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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Winthrop Advisory Group's VOO Position: Q2 2026 in Review

Winthrop Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2026, buying an estimated $465K and bringing the position to 6,451 shares worth $4.43M. The position accounts for 0.3% of the portfolio, ranked #45.

Winthrop Advisory Group first reported a position in VOO in Q4 2018 and has held it in 28 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Winthrop Advisory Group held 6,451 shares of Vanguard S&P 500 ETF worth $4.43M as of Q2 2026.
Winthrop Advisory Group bought 697 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $465K.
Vanguard S&P 500 ETF made up 0.3% of Winthrop Advisory Group's portfolio in Q2 2026, its #45 holding.
Winthrop Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 28 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.