WoodTrust Financial’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.3M | Sell |
18,857
-6,595
| -26% | -$4.12M | 1.45% | 21 |
|
|
2025
Q4 | $16M | Buy |
25,452
+6,070
| +31% | +$3.77M | 1.86% | 15 |
|
|
2025
Q3 | $11.9M | Buy |
+19,382
| New | +$11.4M | 1.41% | 22 |
|
|
2025
Q2 | – | Sell |
-30,068
| Closed | -$15.5M | – | 164 |
|
|
2025
Q1 | $15.5M | Buy |
30,068
+22,187
| +282% | +$12M | 2.16% | 13 |
|
|
2024
Q4 | $4.25M | Buy |
7,881
+255
| +3% | +$138K | 0.6% | 39 |
|
|
2024
Q3 | $4.02M | Buy |
7,626
+1,052
| +16% | +$535K | 0.57% | 39 |
|
|
2024
Q2 | $3.29M | Buy |
+6,574
| New | +$3.16M | 0.51% | 43 |
|
|
2024
Q1 | – | Sell |
-5,405
| Closed | -$2.36M | – | 189 |
|
|
2023
Q4 | $2.36M | Buy |
5,405
+30
| +0.6% | +$12.3K | 0.4% | 46 |
|
|
2023
Q3 | $2.11M | Buy |
5,375
+123
| +2% | +$50.3K | 0.4% | 46 |
|
|
2023
Q2 | $2.14M | Buy |
5,252
+318
| +6% | +$123K | 0.4% | 45 |
|
|
2023
Q1 | $1.86M | Buy |
4,934
+267
| +6% | +$97.9K | 0.36% | 48 |
|
|
2022
Q4 | $1.64M | Buy |
4,667
+858
| +23% | +$303K | 0.34% | 50 |
|
|
2022
Q3 | $1.25M | Buy |
3,809
+245
| +7% | +$89.5K | 0.28% | 58 |
|
|
2022
Q2 | $1.24M | Buy |
3,564
+909
| +34% | +$342K | 0.28% | 58 |
|
|
2022
Q1 | $1.1M | Buy |
2,655
+39
| +1% | +$16K | 0.22% | 69 |
|
|
2021
Q4 | $1.14M | Buy |
+2,616
| New | +$1.1M | 0.24% | 60 |
|
|
2021
Q3 | – | Sell |
-935
| Closed | -$368K | – | 134 |
|
|
2021
Q2 | $368K | Hold |
935
| – | – | 0.1% | 79 |
|
|
2021
Q1 | $341K | Buy |
935
+6
| +0.6% | +$2.13K | 0.1% | 66 |
|
|
2020
Q4 | $319K | Sell |
929
-4
| -0.4% | -$1.3K | 0.1% | 69 |
|
|
2020
Q3 | $287K | Hold |
933
| – | – | 0.1% | 75 |
|
|
2020
Q2 | $264K | Sell |
933
-181
| -16% | -$48.7K | 0.11% | 67 |
|
|
2020
Q1 | $264K | Sell |
1,114
-3
| -0.3% | -$841 | 0.12% | 62 |
|
|
2019
Q4 | $330K | Buy |
1,117
+70
| +7% | +$19.8K | 0.13% | 61 |
|
|
2019
Q3 | $285K | Sell |
1,047
-37
| -3% | -$10K | 0.12% | 63 |
|
|
2019
Q2 | $292K | Buy |
1,084
+119
| +12% | +$31.5K | 0.13% | 68 |
|
|
2019
Q1 | $250K | Sell |
965
-330
| -25% | -$82.4K | 0.12% | 67 |
|
|
2018
Q4 | $298K | Buy |
1,295
+330
| +34% | +$81.7K | 0.17% | 62 |
|
|
2018
Q3 | $258K | Buy |
965
+13
| +1% | +$3.4K | 0.12% | 70 |
|
|
2018
Q2 | $238K | Hold |
952
| – | – | 0.12% | 70 |
|
|
2018
Q1 | $230K | Buy |
+952
| New | +$239K | 0.12% | 70 |
|
Other funds holding VOO
VGA
AA
WoodTrust Financial's VOO Position: Q1 2026 in Review
WoodTrust Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 26% in Q1 2026, selling an estimated $4.12M and leaving 18,857 shares worth $11.3M. The position accounts for 1.45% of the portfolio, ranked #21.
WoodTrust Financial first reported a position in VOO in Q1 2018 and has held it in 30 quarters since. The position peaked at $16M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- WoodTrust Financial held 18,857 shares of Vanguard S&P 500 ETF worth $11.3M as of Q1 2026.
- WoodTrust Financial sold 6,595 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $4.12M.
- Vanguard S&P 500 ETF made up 1.45% of WoodTrust Financial's portfolio in Q1 2026, its #21 holding.
- WoodTrust Financial first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 30 quarters since.
- WoodTrust Financial's Vanguard S&P 500 ETF position peaked at $16M in Q4 2025.
- 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.