Ownership history in SMITH SHELLNUT WILSON LLC /ADV · 35 quarters on record
This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in VANGUARD S&P 500 ETF (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 35,485 | +2,784 | +8.5% | 8.35% | $21.7M | $610.65 |
| 2025 Q2 | ADDED | 32,701 | +823 | +2.6% | 8.06% | $18.6M | $564.81 |
| 2025 Q1 | ADDED | 31,878 | +1,968 | +6.6% | 7.51% | $16.4M | $509.43 |
| 2024 Q4 | ADDED | 29,910 | +1,933 | +6.9% | 7.13% | $16.1M | $532.26 |
| 2024 Q3 | ADDED | 27,977 | +1,575 | +6.0% | 6.67% | $14.8M | $519.60 |
| 2024 Q2 | ADDED | 26,402 | +6,381 | +31.9% | 6.41% | $13.2M | $490.95 |
| 2024 Q1 | ADDED | 20,021 | +1,335 | +7.1% | 5.10% | $9.6M | $470.20 |
| 2023 Q4 | ADDED | 18,686 | +251 | +1.4% | 4.68% | $8.2M | $425.89 |
| 2023 Q3 | ADDED | 18,435 | +1,935 | +11.7% | 4.43% | $7.2M | $381.32 |
| 2023 Q2 | ADDED | 16,500 | +1,163 | +7.6% | 3.79% | $6.7M | $393.97 |
As of 2025 Q4 — sorted by position size