Skip to content
Disclosery

Elwood & Goetz Wealth Advisory Group, LLC: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elwood & Goetz Wealth Advisory Group, LLC on VOO, newest first. How the timeline and the estimate are built.

Elwood & Goetz Wealth Advisory Group, LLC held 149,633 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,633 shares
    Change vs previous 13F +11,767 shares

    15.2% of the 13F portfolio, value $102,769,529.

    13F-HR 0001752758-26-000006 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 137,866 shares
    Change vs previous 13F +2,240 shares

    13.98% of the 13F portfolio, value $82,382,074.

    13F-HR 0001752758-26-000003 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 135,626 shares
    Change vs previous 13F -324 shares

    14.95% of the 13F portfolio, value $85,055,027.

    13F-HR 0001752758-26-000001 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 135,950 shares
    Change vs previous 13F +4,303 shares

    15.98% of the 13F portfolio, value $83,252,995.

    13F-HR 0001752758-25-000003 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 131,647 shares
    Change vs previous 13F +208 shares

    16.16% of the 13F portfolio, value $74,779,594.

    13F-HR 0001085146-25-003958 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 131,439 shares
    Change vs previous 13F -499 shares

    16.5% of the 13F portfolio, value $67,547,751.

    13F-HR 0001085146-25-002242 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 131,938 shares
    Change vs previous 13F +4,620 shares

    17.34% of the 13F portfolio, value $71,089,765.

    13F-HR 0001085146-25-000728 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 127,318 shares
    Change vs previous 13F not available

    16.63% of the 13F portfolio, value $67,181,879.

    13F-HR 0001085146-24-005099 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).