Woodward Diversified Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Woodward Diversified Capital’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	$570K	Buy	829 +79	+11%	+$52.7K	0.25%	94
2026 Q1	$490K	Sell	750 -16	-2%	-$10K	0.22%	101
2025 Q4	$481K	Buy	766 +25	+3%	+$15.5K	0.22%	103
2025 Q3	$454K	Buy	741 +10	+1%	+$5.89K	0.21%	114
2025 Q2	$415K	Sell	731 -557	-43%	-$293K	0.21%	105
2025 Q1	$662K	Buy	1,288 +15	+1%	+$8.11K	0.47%	51
2024 Q4	$686K	Buy	1,273 +66	+5%	+$35.7K	0.5%	43
2024 Q3	$637K	Buy	1,207 +13	+1%	+$6.61K	0.4%	72
2024 Q2	$597K	Buy	+1,194	New	+$575K	0.35%	76
2022 Q1	–	Sell	-1,283	Closed	-$560K	–	204
2021 Q4	$560K	Buy	+1,283	New	+$542K	0.33%	78

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Woodward Diversified Capital's VOO Position: Q2 2026 in Review

Woodward Diversified Capital increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, buying an estimated $52.7K and bringing the position to 829 shares worth $570K. The position accounts for 0.25% of the portfolio, ranked #94.

Woodward Diversified Capital first reported a position in VOO in Q4 2021 and has held it in 10 quarters since. The position peaked at $686K in Q4 2024. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Woodward Diversified Capital held 829 shares of Vanguard S&P 500 ETF worth $570K as of Q2 2026.
Woodward Diversified Capital bought 79 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $52.7K.
Vanguard S&P 500 ETF made up 0.25% of Woodward Diversified Capital's portfolio in Q2 2026, its #94 holding.
Woodward Diversified Capital first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 10 quarters since.
Woodward Diversified Capital's Vanguard S&P 500 ETF position peaked at $686K in Q4 2024.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.