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Goodwin Investment Advisory: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goodwin Investment Advisory on VOO, newest first. How the timeline and the estimate are built.

Goodwin Investment Advisory held 5,728 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,728 shares
    Change vs previous 13F +610 shares

    7.92% of the 13F portfolio, value $3,934,177.

    13F-HR 0001420506-26-001870 filed by Goodwin Investment Advisory
    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 5,118 shares
    Change vs previous 13F -319 shares

    3.64% of the 13F portfolio, value $3,058,260.

    13F-HR 0001420506-26-000952 filed by Goodwin Investment Advisory
    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 5,437 shares
    Change vs previous 13F +303 shares

    3.74% of the 13F portfolio, value $3,409,706.

    13F-HR 0001420506-26-000229 filed by Goodwin Investment Advisory
    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 5,134 shares
    Change vs previous 13F 0 shares

    3.37% of the 13F portfolio, value $3,143,959.

    13F-HR 0001420506-25-002989 filed by Goodwin Investment Advisory
    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 5,134 shares
    Change vs previous 13F -60 shares

    3.37% of the 13F portfolio, value $2,916,266.

    13F-HR 0001420506-25-001985 filed by Goodwin Investment Advisory
    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 5,194 shares
    Change vs previous 13F -1,379 shares

    4.15% of the 13F portfolio, value $2,669,249.

    13F-HR 0001420506-25-000882 filed by Goodwin Investment Advisory
    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 6,573 shares
    Change vs previous 13F -157 shares

    1.85% of the 13F portfolio, value $3,541,544.

    13F-HR 0001986152-25-000021 filed by Goodwin Investment Advisory
    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 6,730 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $3,551,214.

    13F-HR 0001986152-24-000056 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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