Woodward Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Woodward Financial Advisors’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	$494K	Buy	719 +222	+45%	+$148K	0.17%	41
2026 Q1	$289K	Sell	497 -4	-0.8%	-$2.5K	0.11%	49
2025 Q4	$314K	Buy	501 +4	+0.8%	+$2.49K	0.12%	45
2025 Q3	$304K	Sell	497 -9	-2%	-$5.3K	0.12%	46
2025 Q2	$287K	Buy	506 +24	+5%	+$12.6K	0.12%	49
2025 Q1	$248K	Sell	482 -18	-4%	-$9.73K	0.12%	49
2024 Q4	$269K	Hold	500	–	–	0.13%	48
2024 Q3	$264K	Hold	500	–	–	0.13%	49
2024 Q2	$251K	Sell	500 -11	-2%	-$5.29K	0.14%	46
2024 Q1	$245K	Hold	511	–	–	0.15%	47
2023 Q4	$223K	Buy	+511	New	+$209K	0.15%	47

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 22.9% 1-Year Est. Return

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

Woodward Financial Advisors's VOO Position: Q2 2026 in Review

Woodward Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 45% in Q2 2026, buying an estimated $148K and bringing the position to 719 shares worth $494K. The position accounts for 0.17% of the portfolio, ranked #41.

Woodward Financial Advisors first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Woodward Financial Advisors held 719 shares of Vanguard S&P 500 ETF worth $494K as of Q2 2026.
Woodward Financial Advisors bought 222 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $148K.
Vanguard S&P 500 ETF made up 0.17% of Woodward Financial Advisors's portfolio in Q2 2026, its #41 holding.
Woodward Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.